For a global guide to lending, see Finance Global Guide.

For an overview of Practical Law Finance's resources on security and quasi security arrangements, see Practice note, A guide to key resources: security and quasi-security.

For an overview of Practical Law Finance's resources on guarantees, see Practice note, A guide to key resources: guarantees, indemnities and on-demand bonds.

For a note on the legal and drafting issues relating to guarantees and indemnities where the obligations of a third party are guaranteed and/or indemnified, see Practice note, Guarantees and indemnities.

For a summary of the UK withholding tax rules on payments of interest and certain other payments, see Practice note, Withholding tax.

For an analysis of the UK tax treatment of repos for companies, see Practice note, Repos: tax.

For an analysis of the UK tax treatment of stock lending for companies, see Practice note, Stock lending: tax.

For details of available resources on the US Foreign Account Tax Compliance Act (FATCA), see Practice note, A guide to Practical Law's FATCA resources.

For a global guide to taxes on corporate transactions and finance transactions, see Tax on Transactions Global Guide.

For a note on the execution of deeds and documents which includes specimen execution clauses for various legal entities, see Practice note, Execution of deeds and documents.

For an overview of the formalities governing execution of deeds and documents by a company under the Companies Act 2006, see Practice note, Execution of deeds and documents by companies under Companies Act 2006.

For a note on the role of notaries which explains what notarisation, legalisation and apostille mean, see Practice note, Notaries and notarisation.

For a toolkit providing links to Practical Law materials about the reform of interbank offered rates (IBORs), including the London Interbank Offered Rate (LIBOR), and the transition away from those rates to near risk-free rates (RFRs), see Toolkit, IBOR reform.

For a director's certificate (also known as an officer's certificate) to be provided by a director of a company which is a borrower or which is giving a guarantee or other security under a facility agreement with integrated drafting notes, see Standard document, Director's certificate.

For a short form director's certificate that may be used in connection with an amendment agreement or an amendment and restatement agreement, see Standard document, Director's certificate: short form for use with amendment or amendment and restatement agreement.

For a form of solvency certificate to be provided by a borrower or third party security provider to a lender, see Standard document, Solvency Certificate which contains integrated drafting notes.

For a letter setting out the amounts and terms of certain fees payable by a borrower under a syndicated facility agreement, see Standard document, Fee letter which contains integrated drafting notes.

For a drawdown request, see Standard document, Drawdown request which contains integrated drafting notes.

For a letter waiving certain conditions precedent under a facility agreement, see Standard document, Condition precedent waiver letter which includes integrated drafting notes.

For an undertaking to hold completion monies, see Standard document, Undertaking to hold completion monies which includes integrated drafting notes.

For a letter from a borrower to a lender (under an existing facility agreement) requesting a waiver of a provision in the facility agreement, see Standard document, Waiver request: borrower to lender.

For a letter from a lender to a borrower waiving a breach of one or more obligations of the borrower under a facility agreement, see Standard document, Waiver letter which includes integrated drafting notes.

For a checklist of issues for a lender's lawyers to consider when a borrower under a facility agreement requests a waiver under the facility agreement, see Checklist, Waiver requests: issues to consider.

For a letter from a borrower to a lender (under an existing facility agreement) requesting a waiver of a breach of a provision in that facility agreement and requesting the lender's consent to an activity that requires lender consent, see Standard document, Waiver and consent request: borrower to lender which includes integrated drafting notes.

For a letter from a lender to a borrower waiving a breach of an obligation and consenting to an activity prohibited by the terms of a facility agreement, see Standard document, Waiver and consent letter.

For a letter from a borrower to a lender (under an existing facility agreement) requesting the lender's consent to an activity that requires lender consent, see Standard document, Consent request: borrower to lender.

For a letter from a borrower to a lender (under an existing facility agreement) requesting the lender's consent to borrow from a new lender, and to create security in favour of that new lender, during the term of the loan from the original lender, see Standard document, Consent request: borrower to lender (new borrowing and security with new lender).

For a letter from a lender to a borrower consenting to an activity prohibited by the terms of a facility agreement, see Standard document, Consent letter.

For a checklist of issues for a lender's lawyers to consider when a borrower under a facility agreement requests lender consent to an activity that is prohibited (or expressly requires lender consent) under the facility agreement, see Checklist, Consent requests: issues to consider.

For a letter from a borrower to a lender (under an existing facility agreement) requesting amendments to the facility agreement, see Standard document, Amendment request: borrower to lender.

For an amendment agreement to be used to amend the terms of a facility agreement, see Standard document, Amendment agreement which includes integrated drafting notes.

If the original facility agreement was secured, but no amendments are required to the security documents, a lender may seek confirmation that, despite the changes to the facility agreement, the original security continues to secure the obligations of the borrower under the amended facility agreement. For a deed of confirmation of existing security, see Standard document, Deed of confirmation: existing security which includes integrated drafting notes.

For a letter from a lender to a borrower that confirms that conditions precedent under an amendment agreement have been satisfied and the date from which the amendments are effective, see Standard document, Effective date letter: lender to borrower which includes integrated drafting notes.

For an amendment letter to be used to amend the terms of a facility agreement, see Standard document, Amendment letter which includes integrated drafting notes.

For an amendment and restatement agreement to be used to amend and restate the terms of a facility agreement, see Standard document, Amendment and restatement agreement. The standard document contains integrated drafting notes.

For a letter from a lender to a borrower that confirms that conditions precedent under an amendment and restatement agreement have been satisfied and the date that the date from which the amendments are effective, see Standard document, Restatement date letter: lender to borrower which includes integrated drafting notes.

For a checklist of issues for a lender's lawyers to consider when a borrower under a facility agreement requests amendments to the facility agreement, see Checklist, Amending facility agreements: issues to consider.

For a note on material adverse change clauses in finance documents, see Practice note, Material adverse change (MAC) clauses in finance documents.

For a note which reviews the general principles for providing for notice periods and timing computations in legal documents and which examines the complex rules that apply in banking transactions, see Practice note, Computation of time periods in banking transactions.

For a form of demand for repayment of a loan to be served on a borrower by a lender following an event of default under a facility agreement, see Standard document, Demand for loan repayment which includes integrated drafting notes.

For a standard form deed of assignment under which a lender assigns its rights relating to a facility agreement to a new lender, see Standard document, Assignment of loan which includes integrated drafting notes.

For a standard form deed of novation under which a lender transfers its rights and obligations relating to a facility agreement to a new lender, see Standard document, Novation of loan which includes integrated drafting notes.

For a practice note on provisions in a loan facility agreement which restrict a lender's rights to transfer the loan, or a participation in a syndicated facility, to another person, and the legal and practical requirements for obtaining the borrower's consent to a transfer, see Practice note, Loan transfers: contractual restrictions and consent requirements.

For a standard form promissory note with integrated drafting notes, see Standard document, Promissory note.

For a form of letter appointing a process agent located in England and Wales to accept legal proceedings on behalf of a party that has submitted to the jurisdiction of the English courts, but does not have a registered office within the jurisdiction, see Standard document, Process agent letter. The standard document contains integrated drafting notes.

For links to FAQs on various finance topics, including lending and security, see Practice note, Practical Law Finance FAQs.