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Draft Provisions for Sustainability-Linked Loans

Name of Document FormatsDate Revised Markup
Name of DocumentTerm Sheet for Draft Provisions for Sustainability-Linked LoansFormatsWordDate Revised12/10/2023MarkupPDF
Name of DocumentDraft Provisions for Sustainability-Linked LoansFormatsWordDate Revised04/05/2023MarkupPDF

Sustainability Coordinator Letter

Name of Document FormatsDate Revised Markup
Name of DocumentSustainability Coordinator LetterFormatsWordDate Revised23/04/2024MarkupPDF

Sustainability-Linked Loan Principles

Name of Document FormatsDate Revised Markup
Name of DocumentSustainability-Linked Loan PrinciplesFormatsPDFDate Revised23/02/2023MarkupPDF
Name of DocumentGuidance on Sustainability-Linked Loan PrinciplesFormatsPDFDate Revised23/02/2023MarkupPDF
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Green Loan Principles

Name of Document FormatsDate Revised Markup
Name of DocumentGreen Loan PrinciplesFormatsPDFDate Revised23/02/2023MarkupPDF
Name of DocumentGuidance on Green Loan Principles FormatsPDFDate Revised23/02/2023MarkupPDF

Social Loan Principles

Name of Document FormatsDate Revised Markup
Name of DocumentSocial Loan Principles FormatsPDFDate Revised23/02/2023MarkupPDF
Name of DocumentGuidance on Social Loan PrinciplesFormatsPDFDate Revised23/02/2023MarkupPDF
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Name of Document FormatsDate Revised Markup
Name of DocumentExternal Review Guidance for Green, Social, and Sustainability-Linked LoansFormatsPDFDate Revised25/01/2024MarkupPDF
Name of DocumentAn Introduction to Green Loan FrameworksFormatsPDFDate Revised19/12/2023MarkupPDF
Name of DocumentSustainable Lending Glossary of TermsFormatsPDFDate Revised08/12/2023MarkupPDF
Name of DocumentGetting Started in Sustainable FinanceFormatsPDFDate Revised08/11/2023MarkupPDF
Name of DocumentLMA and ELFA Updated Best Practice Guide to Sustainability-Linked Leveraged LoansFormatsPDFDate Revised05/10/2023MarkupPDF
Name of DocumentESG Diligence Questionnaire - Asset Manager (Excel Version)FormatsPDFDate Revised29/09/2022MarkupPDF
Name of DocumentIntroduction to the Sustainability Coordinator RoleFormatsPDFDate Revised12/07/2022MarkupPDF
Name of DocumentGuidance on the application of the Sustainability-Linked Loan Principles in real estate finance and real estate development finance FormatsPDFDate Revised10/03/2022MarkupPDF
Name of DocumentESG Diligence Questionnaire - Asset ManagerFormatsWordDate Revised04/06/2021MarkupPDF
Name of DocumentGuidance on the application of the Green Loan Principles in the real estate finance (REF) investment lending context – Green buildingsFormatsPDFDate Revised13/11/2020MarkupPDF
Name of DocumentGuidance on the application of the Green Loan Principles in the real estate finance (REF) lending context – Retrofit projectsFormatsPDFDate Revised13/11/2020MarkupPDF

These Materials (which term includes, where the context permits, text, content, spreadsheets incorporating macros and electronic interfaces, and their underlying assumptions, conversions, formulae, algorithms, calculations and other mathematical and financial techniques) are made available to members of the Loan Market Association in accordance with the byelaws of the Loan Market Association (a copy of which is available here) to facilitate the documentation of transactions in the loan markets. None of the Loan Market Association, Allen & Overy, Clifford Chance or Webber Wentzel accept any responsibility for any use to which these Materials may be put or for any loss, damage or liability whatsoever arising from such use. None of the Loan Market Association, Allen & Overy, Clifford Chance or Webber Wentzel has reviewed the laws of any jurisdiction which may apply to either party to an agreement using these Materials and its subject matter. Members should therefore consider all the relevant legal, accounting and regulatory issues before using these Materials or entering into a transaction under them and, if appropriate, consult their professional advisers.

In relation to recommended form documents, members are responsible for ensuring that the precise form and content of the documentation for a particular transaction is appropriate. Members should therefore satisfy themselves that the documents and any modifications to them are appropriate in the circumstances and the economic intentions of the parties.

The Loan Market Association consents to the use, reproduction and transmission of these Materials by members of the Loan Market Association only for the Permitted Purpose as set out in the byelaws (a copy of which is available here). The Loan Market Association does not consent to the use, reproduction or transmission of these Materials for any other purpose, in any other manner or by any other person and expressly reserves all other rights.

For further information on members' rights and obligations in relation to these Materials, please refer to the articles of association and byelaws of the Loan Market Association (copies of which are available here) or contact the Loan Market Association at lma@lma.eu.com.