All Countries
Investment
Master Securities Loan Agreement

Master Securities Loan Agreement Generator for Australia

Create a bespoke document in minutes,  or upload and review your own.

4.6 / 5
4.8 / 5

Let's create your Master Securities Loan Agreement

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

Master Securities Loan Agreement

"Need to draft a Master Securities Loan Agreement under Australian law for our superannuation fund to lend Australian equities to multiple institutional borrowers, with specific provisions for agency lending and tri-party collateral arrangements."

Celebrated by
Collaborations with
Investors
Document background
The Master Securities Loan Agreement (MSLA) is essential for financial institutions engaging in securities lending transactions in Australia. This agreement template is designed to comply with Australian financial regulations and market practices, providing a standardized framework for securities lending operations. It is typically used when financial institutions need to establish ongoing securities lending relationships, covering multiple individual loan transactions under a single master agreement. The document addresses key aspects including loan initiation, collateral requirements, rights and obligations of parties, corporate actions, default scenarios, and regulatory compliance. It incorporates specific provisions required under Australian law, including compliance with the Corporations Act 2001 and ASIC regulations, making it suitable for domestic and international institutions operating in the Australian securities lending market.
Suggested Sections

1. Parties: Identification of the lender and borrower, including their legal status and contact details

2. Background: Context of the agreement and relationship between the parties

3. Definitions and Interpretation: Comprehensive definitions of terms used throughout the agreement and rules of interpretation

4. Loans of Securities: Core provisions governing the lending and borrowing of securities, including loan procedures and requirements

5. Transfer of Securities: Procedures and requirements for the transfer of securities between parties

6. Collateral: Requirements for posting and maintaining collateral, including types, valuation, and margin requirements

7. Distributions and Corporate Actions: Handling of dividends, rights issues, and other corporate actions affecting loaned securities

8. Fees and Payments: Lending fees, payments in lieu of dividends, and other payment obligations

9. Tax: Treatment of tax matters, including withholding tax and tax indemnities

10. Events of Default: Definition of events of default and their consequences

11. Set-off and Close-out: Rights and procedures for set-off and closing out transactions

12. Representations and Warranties: Standard representations and warranties from both parties

13. Covenants: Ongoing obligations of the parties

14. Indemnities: Scope and extent of indemnification obligations

15. Dispute Resolution: Procedures for resolving disputes between parties

16. General Provisions: Standard boilerplate provisions including notices, amendments, and governing law

Optional Sections

1. Agency Trading: Additional provisions for when parties act as agents; include when either party may act as agent

2. Custody Arrangements: Specific provisions for third-party custody arrangements; include when custodians are involved

3. Cross-border Provisions: Additional provisions for international transactions; include for cross-border lending

4. Electronic Trading Platform: Provisions for using electronic trading platforms; include when automated trading is contemplated

5. Tri-party Arrangements: Provisions for tri-party collateral management; include when using tri-party agents

6. Securities Lending Market Places: Provisions for participation in securities lending market places; include when relevant

7. Specific Asset Classes: Additional provisions for specific types of securities; include when lending specialized securities

Suggested Schedules

1. Schedule 1 - Agency Terms: Detailed terms applicable to agency transactions

2. Schedule 2 - Form of Loan Confirmation: Standard form for confirming individual loan transactions

3. Schedule 3 - Required Documentation: List of required documentation for loans and counterparties

4. Schedule 4 - Eligible Securities: List and characteristics of securities eligible for lending

5. Schedule 5 - Eligible Collateral: Approved types of collateral and applicable haircuts

6. Schedule 6 - Contact Details: Contact information for notices and operational matters

7. Schedule 7 - Tax Documentation: Required tax forms and documentation

8. Appendix A - Standard Settlement Instructions: Details of settlement procedures and account information

9. Appendix B - Jurisdictional Requirements: Specific requirements under Australian law and regulations

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Linkedin in social icon imageX social icon image
alex.den.21@genieai.co
Relevant legal definitions
Acceptable Collateral
Act of Insolvency
Adjustment
Agency Loan
Applicable Law
Appropriate Market
ASIC
ASX
Australian Business Day
Automatic Early Termination
Available Securities
Base Currency
Borrowed Securities
Borrower
Borrowing Request
Business Day
Buy-in
Cash Collateral
Close of Business
Collateral
Collateral Margin
Collateral Value
Confirmation
Corporate Action
Default Market Value
Default Notice
Defaulting Party
Delivery
Designated Office
Distribution
Early Termination Date
Equivalent Collateral
Equivalent Securities
Event of Default
Exercise Price
Financial Institution
GST
Income
Income Payment Date
Income Record Date
Lender
Lending Fee
Loan
Loan Date
Loan Return Date
Manufactured Payment
Margin Call
Margin Percentage
Margin Transfer
Market Value
Non-Cash Collateral
Non-Defaulting Party
Notice of Default
Notification Time
Parties
Posted Collateral
Premium
Principal
Rate
Recall Notice
Related Party
Relevant Payment Date
Required Collateral Value
Securities
Settlement Date
Standard Settlement Time
Tax
Term
Termination
Termination Notice
Trade Date
Transfer
Transfer Date
Valuation Date
Valuation Percentage
Valuation Time
Clauses
Parties and Interpretation
Loan and Delivery
Collateral Requirements
Margin Maintenance
Income and Corporate Actions
Fees and Payments
Tax Provisions
Transfer and Settlement
Events of Default
Close-out and Set-off
Representations and Warranties
Covenants
Indemnification
Agency Provisions
Market Disruption
Force Majeure
Confidentiality
Record Keeping
Regulatory Compliance
Notices
Assignment and Transfer
Amendment and Waiver
Governing Law
Dispute Resolution
Termination
Severability
Entire Agreement
Multiple Counterparts
Electronic Execution
Anti-Money Laundering
Australian Law Compliance
ASIC Requirements
Custody Arrangements
Reporting Obligations
Relevant Industries

Financial Services

Banking

Investment Management

Securities Trading

Asset Management

Insurance

Superannuation

Capital Markets

Investment Banking

Wealth Management

Relevant Teams

Legal

Compliance

Risk Management

Trading

Operations

Portfolio Management

Securities Finance

Treasury

Documentation

Settlement

Client Relations

Product Development

Relevant Roles

Securities Lending Trader

Legal Counsel

Compliance Officer

Risk Manager

Operations Manager

Portfolio Manager

Trading Manager

Collateral Manager

Settlement Officer

Relationship Manager

Product Manager

Chief Investment Officer

Head of Securities Finance

Treasury Manager

Documentation Specialist

Industries
Corporations Act 2001: Primary legislation governing corporations, securities, and financial services in Australia. Particularly relevant for licensing requirements, disclosure obligations, and conduct standards for securities lending.
Personal Property Securities Act 2009: Governs the creation, registration and enforcement of security interests in personal property, including securities. Critical for establishing proper security interests in loaned securities.
Financial Sector (Collection of Data) Act 2001: Regulates the collection and reporting of financial data, relevant for reporting obligations related to securities lending transactions.
Anti-Money Laundering and Counter-Terrorism Financing Act 2006: Sets requirements for customer due diligence and transaction monitoring in financial services, including securities lending.
Australian Securities and Investments Commission Act 2001: Provides for ASIC's regulatory powers and consumer protection in financial services, including oversight of securities lending activities.
Financial Services Reform Act 2001: Amended various laws to establish the financial services regulatory regime, including provisions affecting securities lending arrangements.
Competition and Consumer Act 2010: Contains provisions relevant to fair trading and consumer protection that may affect securities lending agreements, particularly in relation to unfair contract terms.
Income Tax Assessment Act 1997: Contains provisions regarding the taxation treatment of securities lending arrangements and associated payments.
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

Find the exact document you need

Evergreen Loan Agreement

An Australian law-governed perpetual loan facility agreement establishing an ongoing credit arrangement with automatic renewal provisions.

find out more

Personal Car Loan Contract

An Australian-law governed loan agreement for personal vehicle financing, compliant with national consumer credit legislation.

find out more

Cash Loan Simple Loan Agreement

An Australian-law governed agreement establishing terms and conditions for a monetary loan between a lender and borrower, compliant with national credit protection regulations.

find out more

Generic Loan Agreement

An Australian law-governed agreement establishing the terms and conditions for a loan between parties, including amount, interest, repayment terms, and security arrangements.

find out more

Term Loan Agreement Non Regulated

An Australian law-governed agreement for a fixed-term commercial loan facility, setting out terms and conditions for business lending outside consumer credit regulations.

find out more

Simple Equipment Loan Agreement

An Australian-compliant agreement governing the temporary loan of equipment between parties, including terms, conditions, and responsibilities.

find out more

Model Loan Agreement

An Australian-compliant template loan agreement covering essential lending terms and regulatory requirements for use in commercial and consumer lending contexts.

find out more

Facility Loan Agreement

An Australian law-governed agreement establishing terms and conditions for a loan facility, including facility amount, interest rates, repayment terms, and security arrangements.

find out more

Computer Equipment Loan Agreement

An Australian-law governed agreement establishing terms for temporary computer equipment loans, including usage conditions, maintenance responsibilities, and return procedures.

find out more

Standard Loan Agreement

An Australian-law governed agreement establishing terms for financial lending, including loan amount, interest, repayment terms, and security arrangements.

find out more

Master Securities Loan Agreement

An Australian law-governed agreement template for securities lending transactions between financial institutions, establishing terms for securities loans and collateral arrangements.

find out more

Film Equity Investment Agreement

Australian-law governed agreement for equity investment in film production, establishing investment terms, rights, and revenue sharing arrangements.

find out more

Co Financing Agreement

An Australian law-governed agreement establishing terms for multiple lenders to jointly provide financing to a borrower, subject to Australian banking and corporate regulations.

find out more

OverFacility Agreement

An Australian-law agreement establishing an overdraft facility between a financial institution and borrower, detailing credit limits, terms, and obligations.

find out more

Investment Loan Contract

An Australian law-governed agreement establishing terms and conditions for investment financing, including loan details, security arrangements, and regulatory compliance requirements.

find out more

Tripartite Loan Agreement

An Australian-law governed agreement establishing a three-way lending arrangement between a lender, borrower, and third party, detailing loan terms and party obligations.

find out more

Loan And Mortgage Agreement

An Australian law-governed agreement establishing loan terms and mortgage security arrangements over real property, compliant with national credit and property legislation.

find out more

Lease Hire Agreement

An Australian-compliant agreement governing the terms and conditions for hiring assets or equipment, suitable for both business and consumer leasing arrangements.

find out more

Hire Purchase Agreement For Car

An Australian law-compliant agreement for purchasing a vehicle through structured payments, with ownership transferring to the buyer upon final payment.

find out more

Deed Of Accession Loan Agreement

An Australian law-governed deed enabling a new party to join and assume rights and obligations under an existing loan agreement.

find out more

Co Borrower Loan Agreement

An Australian legal agreement establishing terms and conditions for multiple borrowers to jointly obtain and repay a loan, subject to Australian federal and state lending laws.

find out more

Bike Hire Purchase Agreement

An Australian law-governed agreement for the hire purchase of bicycles, establishing payment terms, usage conditions, and ownership transfer upon final payment.

find out more

Bridge Loan Contract

An Australian law-governed agreement for short-term interim financing, establishing loan terms, security arrangements, and repayment conditions.

find out more

Undertaking Loan Agreement

An Australian law-governed loan agreement detailing terms, conditions, and undertakings for financial accommodation between lender and borrower.

find out more

Trade Finance Agreement

An Australian law-governed agreement establishing trade finance facilities between a bank and borrower, detailing products, terms, and security arrangements.

find out more

Separation Financial Agreement

An Australian legal document that formalizes financial arrangements between separating couples under the Family Law Act 1975, detailing asset division and financial responsibilities.

find out more

Seller Financing Car Contract

An Australian contract for selling a vehicle with seller-provided financing, compliant with national consumer credit and state vehicle regulations.

find out more

Real Estate Loan Agreement

An Australian-law governed agreement establishing terms and conditions for a property-secured loan, including lending terms and security arrangements.

find out more

Mezzanine Loan Agreement

Australian law-governed agreement establishing terms for subordinated debt financing, including facility terms, security arrangements, and subordination mechanics.

find out more

Margin Loan Agreement

An Australian-compliant agreement governing margin lending arrangements between a financial institution and borrower, including security provisions and regulatory requirements.

find out more

Loan Swap Agreement

An Australian law-governed agreement for exchanging loan payment obligations between parties, typically involving different interest rates or currencies.

find out more

Loan Note Agreement

An Australian-law governed agreement documenting the issuance of debt securities, setting out terms for borrowing, repayment, and parties' rights and obligations.

find out more

Loan Agreement Between Spouses

An Australian-compliant loan agreement for use between married spouses, documenting loan terms and conditions while ensuring protection under family law.

find out more

Financial Support Agreement

An Australian law-governed agreement establishing terms and conditions for providing financial support between parties, including payment terms, conditions, and compliance requirements.

find out more

Financial Assistance Agreement

An Australian-law governed agreement establishing terms for providing financial assistance, including funding conditions, repayment terms, and party obligations.

find out more

Financial Agreement Between Two Parties

An Australian law-governed agreement establishing financial arrangements between two parties, including payment terms, security provisions, and regulatory compliance requirements.

find out more

Equity Funding Agreement

An Australian-law governed agreement that sets out the terms and conditions for equity investment in a company, including share issuance, investor rights, and governance arrangements.

find out more

Equipment Lease Purchase Agreement

An Australian-compliant agreement combining equipment leasing with a purchase option, allowing businesses to lease equipment with the possibility of ownership.

find out more

Equipment Lease Agreement With Option To Purchase

An Australian law-governed agreement allowing equipment lease with future purchase rights, combining rental flexibility with acquisition options.

find out more

Car Mortgage Agreement

An Australian-law governed agreement creating a security interest over a motor vehicle as collateral for a loan, compliant with national credit and personal property security legislation.

find out more

Bridge Facility Agreement

An Australian law-governed agreement establishing terms for a short-term loan facility providing interim financing until permanent funding is secured.

find out more

Bank Guarantee Agreement

An Australian law-governed agreement establishing terms for a bank's provision of a guarantee, including issuance, execution, and parties' obligations.

find out more

Auto Finance Contract

An Australian law-governed agreement for vehicle financing that establishes loan terms, security interests, and consumer protection provisions.

find out more

Motorcycle Hire Purchase Agreement

An Australian-compliant agreement governing the hire purchase arrangement of a motorcycle, including financial terms, payment obligations, and ownership conditions.

find out more

Seller Financing Contract For Deed

An Australian legal agreement where the property seller provides financing to the buyer, combining elements of a sale contract and a loan agreement under Australian law.

find out more

Production Financing Distribution Agreement

An Australian law-governed agreement establishing the framework for film/TV project financing, production, and distribution arrangements.

find out more

Modification Of Loan Agreement

An Australian jurisdiction agreement that modifies existing loan terms between lender and borrower, compliant with national credit and banking laws.

find out more

Bridge Loan Promissory Note

An Australian-law governed document evidencing a short-term loan agreement that bridges temporary financing needs until permanent financing is secured.

find out more

Bill Of Sale Finance Agreement

An Australian legal document combining a bill of sale with financing terms, creating a security interest over purchased goods while complying with federal and state legislation.

find out more

Construction Loan Promissory Note

An Australian legal document evidencing a borrower's promise to repay a construction loan, incorporating construction-specific provisions and compliance with Australian banking and construction laws.

find out more

Standard Loan Agreement Between Friends

An Australian-compliant loan agreement template for formalizing monetary lending arrangements between friends, incorporating essential legal protections while maintaining simplicity.

find out more

Commercial Finance Agreement

An Australian law-governed agreement establishing terms and conditions for commercial lending arrangements between financial institutions and corporate borrowers.

find out more

Master Asset Finance Agreement

An Australian law-governed master agreement establishing the framework for ongoing asset financing arrangements, including facility terms, security provisions, and drawdown procedures.

find out more

Common Loan Agreement

An Australian-law governed agreement establishing terms and conditions for a lending arrangement, including loan amount, interest, repayment terms, and security provisions.

find out more

Auto Loan Agreement Between Friends

An Australian-compliant auto loan agreement template for private lending arrangements between friends, incorporating essential legal protections and loan terms.

find out more

Small Business Loan Agreement

An Australian-law governed agreement establishing terms and conditions for a financial institution to provide loan facilities to a small business borrower.

find out more

Small Credit Agreement

An Australian-compliant small credit agreement template for consumer lending, incorporating all necessary provisions under the National Credit Code.

find out more

Recourse Loan Agreement

An Australian law-governed loan agreement establishing terms for secured lending with full recourse rights against the borrower's assets.

find out more

Loan Amortization Agreement

An Australian-law governed agreement detailing loan repayment terms with amortization schedules, including principal and interest payment structures.

find out more

Car Payment Plan Contract

An Australian-compliant agreement establishing terms for vehicle purchase through structured payments, incorporating consumer credit protection requirements and security interests.

find out more

Binding Loan Agreement

An Australian-law governed Binding Loan Agreement establishing terms and conditions for lending arrangements, ensuring compliance with national financial services legislation.

find out more

Medical Equipment Loan Agreement

An Australian-law governed agreement establishing terms for medical equipment loans, ensuring regulatory compliance and protecting both lender and borrower interests.

find out more

Warehouse Loan Agreement

Australian law Warehouse Loan Agreement establishing secured financing against warehoused goods with comprehensive operational and security provisions.

find out more

Simple Loan Note Agreement

An Australian law-governed agreement documenting the terms and conditions of a loan arrangement, including loan amount, interest, repayment terms, and security provisions.

find out more

Rental Loan Agreement

An Australian-compliant agreement establishing terms for a loan specifically designated for rental payments, incorporating consumer credit protections and rental-specific provisions.

find out more

Permanent Loan Agreement

An Australian legal document establishing terms for indefinite transfer of property possession while maintaining original ownership rights.

find out more

Floor Plan Financing Agreement

An Australian law-governed agreement establishing terms for inventory financing between a financial institution and dealer, including security interests and operational requirements.

find out more

Instalment Credit Agreement

An Australian-compliant agreement establishing terms for credit repayable in instalments, including payment schedule, interest rates, and party obligations.

find out more

Employee Car Loan Agreement

An Australian law-governed agreement establishing terms for an employer-provided car loan to an employee, including repayment terms and security arrangements.

find out more

Business Seller Financing Agreement

An Australian agreement documenting the terms and conditions of seller-provided financing for a business sale, including security arrangements and payment terms.

find out more

Sales Agreement With Payment Plan

An Australian-law governed agreement for the sale of goods with structured payment terms, incorporating security interests and compliance with local consumer protection laws.

find out more

Line Of Credit Loan Agreement

An Australian-law governed agreement establishing a revolving credit facility between a lender and borrower, with detailed terms for drawdown, repayment, and security.

find out more

Trust Loan Agreement

An Australian law-governed agreement establishing terms for a loan facility to a trust, detailing lending arrangements between a lender and trustee-borrower.

find out more

Jewelry Loan Agreement

An Australian-law governed agreement establishing terms and conditions for temporary jewelry loans, including valuation, insurance, and security requirements.

find out more

Simple Interest Loan Agreement

An Australian-compliant loan agreement using simple interest calculation, detailing loan terms and parties' obligations under Australian financial services law.

find out more

Lease To Own Agreement For Vehicle

An Australian agreement enabling vehicle lease with option to purchase, combining lease terms with purchase conditions under Australian consumer credit laws.

find out more

Lending Loan Agreement

An Australian law-governed agreement establishing terms for financial lending between a lender and borrower, compliant with Australian credit and financial services regulations.

find out more

Hire Purchase Agreement For Machinery

An Australian-compliant agreement for purchasing machinery through installment payments, with ownership transferring upon final payment.

find out more

Founder Loan Agreement

An Australian law-governed agreement establishing terms for a company loan to a founder, including repayment conditions and regulatory compliance requirements.

find out more

Factoring Receivables Agreement

An Australian law-governed agreement for the sale of accounts receivable from a business to a factoring company, establishing terms for purchase, collection, and risk allocation.

find out more

Business Funding Agreement

An Australian-law governed agreement establishing terms and conditions for business funding arrangements, including funding provisions, security, and regulatory compliance.

find out more

Working Capital Facility Agreement

Australian law-governed facility agreement providing flexible financing for working capital and operational needs.

find out more

Conditional Loan Agreement

An Australian law-governed agreement setting out terms and conditions for a conditional loan facility, including prerequisite conditions, repayment terms, and security arrangements.

find out more

Employee Equipment Loan Agreement

An Australian-law governed agreement defining terms for company equipment loans to employees, including usage, maintenance, and return conditions.

find out more

Interest Only Loan Agreement

An Australian-law governed agreement for an interest-only loan facility, detailing payment terms where only interest is paid for a specified period.

find out more

Supplier Credit Agreement

An Australian law governed agreement establishing terms for supplier credit facilities, including credit limits, payment terms, and security arrangements.

find out more

Loan Agreement With Notary

An Australian law-governed loan agreement authenticated by a notary public, detailing lending terms, security arrangements, and obligations of all parties.

find out more

Joint Venture Loan Agreement

An Australian-law governed agreement combining joint venture partnership terms with loan facility provisions, establishing project financing and operational framework.

find out more

Financial Investment Agreement

An Australian law-governed agreement establishing terms and conditions for investment activities, including management responsibilities, fee structures, and regulatory compliance requirements.

find out more

Debenture Loan Agreement

An Australian law-governed agreement establishing terms for a secured loan through debenture issuance, including loan terms, security arrangements, and compliance requirements.

find out more

Car Loan Promissory Note

An Australian-compliant promissory note documenting a borrower's obligation to repay a vehicle loan, including security interest and payment terms.

find out more

Company Loan Agreement To Employee

An Australian-law governed agreement establishing terms for a company loan to an employee, including loan amount, repayment terms, and related obligations.

find out more

Business Finance Agreement

An Australian-law governed agreement establishing terms and conditions for business financing arrangements between lenders and business entities.

find out more

Vehicle Purchase Agreement With Monthly Payments

An Australian-law governed agreement for vehicle purchase with monthly installment payments, incorporating consumer protection and credit requirements.

find out more

Subsidiary Loan Agreement

An Australian law-governed loan agreement between a parent company and its subsidiary, establishing terms for intra-group lending and repayment.

find out more

Revenue Loan Agreement

An Australian law-governed agreement establishing a loan facility with repayment terms based on the borrower's future revenue stream.

find out more

Consumer Loan Agreement

An Australian law-compliant agreement between a financial institution and a consumer borrower establishing terms and conditions for a consumer loan.

find out more

Bond Loan Agreement

An Australian legal agreement establishing terms for a loan provided specifically for rental bond payment, compliant with national consumer credit and state tenancy laws.

find out more

Royalty Based Financing Agreement

Australian-law financing agreement where investment returns are structured as royalty payments based on company revenue or profits.

find out more

Inventory Financing Agreement

An Australian law-governed agreement establishing terms for inventory-based financing, secured under PPSA, providing businesses with working capital against their stock.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: https://www.genieai.co/our-research
Oops! Something went wrong while submitting the form.

Genie’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; Genie’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

Our bank-grade security infrastructure undergoes regular external audits

We are ISO27001 certified, so your data is secure

Organizational security

You retain IP ownership of your documents

You have full control over your data and who gets to see it

Innovation in privacy:

Genie partnered with the Computational Privacy Department at Imperial College London

Together, we ran a £1 million research project on privacy and anonymity in legal contracts

Want to know more?

Visit our Trust Centre for more details and real-time security updates.

Read our Privacy Policy.