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Equity Linked Agreement
"I need an Equity Linked Agreement between Goldman Sachs and our pension fund, linking payments to the FTSE 100 index performance with a three-year term starting March 2025 and including specific provisions for market disruption events."
1. Parties: Identification and details of contracting parties
2. Background: Context and purpose of the agreement
3. Definitions: Key terms used throughout the agreement
4. Equity Linking Provisions: Core terms defining the equity linking mechanism, including calculation methodologies and reference assets
5. Payment Terms: Payment obligations, mechanisms, and settlement procedures
6. Term and Termination: Duration of the agreement and circumstances for early termination
7. Representations and Warranties: Standard declarations by parties regarding capacity, authority, and compliance
8. Events of Default: Circumstances constituting default and consequent remedies
9. Governing Law and Jurisdiction: Laws governing the agreement and courts having jurisdiction
1. Market Disruption: Provisions for handling market disruption events and their consequences
2. Tax Provisions: Specific tax treatment, obligations, and gross-up provisions if applicable
3. Regulatory Compliance: Specific regulatory obligations and compliance requirements
4. Transfer Restrictions: Limitations and conditions on transfer of rights and obligations
5. Break Costs: Provisions for early termination costs and calculations
1. Calculation Schedule: Detailed methodology for calculations, including formulae and adjustments
2. Form of Notice: Standard forms for various notices required under the agreement
3. Reference Asset Details: Detailed specifications of the underlying equity instruments
4. Risk Factors: Comprehensive description of market, credit, and other relevant risks
5. Price Source Definitions: Specifications of price sources and fallback provisions
Authors
Agreement
Business Day
Calculation Agent
Calculation Date
Disruption Event
Early Termination Date
Equity Instrument
Exchange
Exchange Business Day
Final Valuation Date
Hedge Position
Initial Price
Initial Valuation Date
Market Disruption Event
Material Adverse Change
Notional Amount
Payment Date
Reference Asset
Reference Price
Related Exchange
Scheduled Trading Day
Settlement Date
Strike Price
Trading Disruption
Valuation Date
Valuation Time
Value Date
Volatility
Additional Disruption Event
Applicable Law
Change in Law
Determination Date
Extraordinary Event
Hedging Disruption
Index
Index Sponsor
Merger Event
Potential Adjustment Event
Price Source
Relevant Price
Payment Obligations
Equity Linking Mechanism
Market Disruption
Adjustment Events
Early Termination
Default Events
Representations and Warranties
Price Determination
Settlement Terms
Hedging Provisions
Trading Disruption
Regulatory Compliance
Tax Provisions
Force Majeure
Dispute Resolution
Governing Law
Confidentiality
Assignment and Transfer
Notices
Amendments
Costs and Expenses
Indemnification
Market Making
Documentation
Index Adjustments
Corporate Actions
Calculation Agent Determinations
Reference Asset Substitution
Merger Events
Nationalization
Insolvency
Delisting
Additional Disruption Events
Severability
Entire Agreement
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