Initial matters to raise when acting for the borrower

This guidance note considers the series of enquires practitioners should make in order to accurately provide a fee estimate or quote to represent their client in a financial transaction.

It also considers additional issues concerning:

• • joint venture structures;
• • refinances;
• • related party transactions;
• • financing share acquisitions;
• • corporate benefit; and
• • financing large projects.

See Initial matters to raise when acting for the borrower.

Initial searches when acting for the borrower

This guidance note provides an overview of the searches to be conducted at the outset of a borrowing matter.

See Initial searches when acting for the borrower.

Engaging with the lender’s lawyer when acting for the borrower

This guidance note explains the matters to consider before making contact with the lender’s lawyer, including consideration as of constitutional documents, real property mortgages, proper security interests, project documents and acquisition financings.

It also provides practical advice on managing the process effectively, and a list of key documents the lender’s lawyer may require.

See Engaging with the lender’s lawyer when acting for the borrower.