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Loan Documentation Training Course

This course is for both bankers and borrowers who need an understanding of the practical and legal issues involved in negotiating loan agreements.

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Loan Documentation Training Course Overview

This course is designed for both bankers and borrowers who require an understanding of the practical and legal issues involved in negotiating loan agreements. The course also examines the issues surrounding security and the different types of insolvency regimes round the world.

Loan Documentation Training Course Agenda

The importance of documentation
- The purpose of documentation
- Legally-binding contracts
- Intention of the parties
- Key documents: credit agreement, term sheets and prospectus
Debt instruments and documentation
- Types of advance and facility
- Term loans, revolving credits, committed/uncommitted
- The syndicated loans market: the transaction cycle
- Overview of key clauses and provisions
- Case study: Term sheet for acquisition finance
Loan agreement: Factual information
- Key payment obligations: advances, pricing and repayment
- Multicurrency agreements
- Governing law
- Other provisions
Loan agreement: Credit Issues
- Conditions precedent
- Representations and warranties
- Covenants and undertakings: positive and negative
- Events of default
- Guarantees and letters of support
Syndicated Loans
- Role of agent and arranger
- Rights of participating banks
- Transfers: assignment, novation and sub-participation
- Secondary loan market
- Case study: syndicated loan agreement
Security
- Priority ranking
- Different types of security
- Clauses in security documentation
- Granting and perfecting collateral
- Asset-based transactions
Insolvency Issues
- Insolvency regimes
- Distress and insolvency procedures
- Bankruptcy remoteness
- Schemes of arrangement

Have a question? Email us at:

or call us at: (+852) 2273-4393

Who Should Attend this Loan Documentation Training Course?

Corporate & Commercial Bankers
Credit staff
Documentation staff
In-house legal staff
Compliance staff
Syndications staff
Trade finance staff
Project finance staff
Finance staff from non-banking institutions

Have a question? Email us at:

or call us at: (+852) 2273-4393

Why Ethan Hathaway training courses?

Practical. Learn from experienced and active industry practitioners and what's being practiced by your peers.
Applicable. Apply what you learn in your job and your career
Specially designed courses by industry active experts for industry practitioners
Quality Control. Each expert instructor is interviewed and vetted through our senior management and our 5-point instructor criteria.
Valuable. Earn more revenue or save your organisation from monetary loss. You and your organisation will quickly earn back your investment on the course fee and more
Enjoyable. Speakers who have a passion for their topic
Clear. Turning complex concepts into easy to understand concepts
Limited seats - each session is limited to between 18-25 seats

What do you receive from an Ethan Hathaway training course?

You gain knowledge and skills that make you valuable to your company and your career
Instruction by industry experts
Course notes and reference package
Daily lunch, snacks and refreshments
Certificate of completion
Meeting your industry peers
Ask questions relevant to your job

Download the course brochure to learn more

Your course instructor

Jean-Charles Pirlet: Jean-Charles spent seven years in the Credit, Corporate and Investment Banking divisions of Citibank, including four years in South Africa and three years in the World Corporation Group in London as Vice-President managing a portfolio of UK multinationals on a worldwide basis.

He subsequently worked as Director of Project Finance and Acquisition Financing for Security Pacific in Frankfurt before returning to South Africa in 1993. As Head of Corporate Banking (Senior Vice-President) for the local operation of ABN-Amro, Jean- Charles and his team were voted "Best Corporate bank in South-Africa" in the 1997 PriceWaterhouseCoopers survey. He now consults and trains in the fields of corporate finance, corporate banking and credit risk management, including Basel II.

Jean-Charles has broad credit experience gained over 20 years as credit analyst, credit officer and credit committee member at Citibank and ABN-Amro, covering Corporate Banking, Financial Institutions, Structured finance, Leveraged transactions, Asset securitisation and Derivatives.

Jean-Charles trains on high level financial courses such as Credit analysis, Credit Risk management, Financial Institutions and Basel II. He trains organisations such as Royal Bank of Scotland, CIBC, Barclays, Investec, Algorithmics and Shell Africa.

He holds an LLB and an LLM in Tax Law from the University of Liege in Belgium.

Dates & Locations & Fees

Sorry, there are presently no public dates for this course, however, this course is available on an in-house basis.

Date	Location	Venue	Course Fee	Early Bird Fee	Register

Early Bird Savings Early Birds Save Up To 30% Off the Regular Fee, download the brochure to learn more

Limited seats - Email us: for availability.

* Venue, dates, course fees, promotions, course content, course instructor are all subject to change

Can't find a session in a city near you?

If there's no session scheduled in a city near you, you have the following options:

In-house training: If you have a group of 8 or more, consider having us run this course in-house for you
Co-sponsored training: Between 5-7 people, consider a co-sponsored course - you agree to send this set number of people to the course if we run it in a city near you and Ethan Hathaway sells the remaining seats to other companies
Distance learning: Less than 5 people, consider distance training format: live trainer presents over phone lines/web at pre-scheduled times (available only for select courses)
Just tell us where you want the course: Let us know which city you'd like us to run this course in - we'll plan it if there's enough demand

Email us at: for more information regarding the above options.

Register for the course

You may book your place on the course by any of these methods:

Online booking - simply click on the "Register Me" button next to the course date you wish to register and it will take you through our quick online registration procedure.
Email us at: - please include your full contact details.
Fax us the booking form (included in the brochure) to: +852 3014-0721
Or call: +852 2273-4393 during normal office hours

Related Courses

Learn more about this course

Inside the course information booklet you'll find:

Detailed course agenda of what you'll learn
Eligible discounts
Our course quality guarantee
Course expert biography
Course venue details
Cancellation & refund policies
Course registration form
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