Do we have key questions for local counsel when instructing them with respect to the security package for a note or bond issuance?

local counsel

RA

Rachel Amos
Truva
10 May 2024

A: SenseCheck

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  • 04 Jun 2024
  • Yes

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    Complex

    Yes we do - we have a sort of template instruction for counsel which can be found in our templates section on Clio. @Julie Fairbrother  will add the link here. But make sure to consult a member of the legal team about using it.

    The ask of counsel is:

    We require the following services:

    1. Drafting a [        ] all assets pledge / debenture (the “Pledge”) on the assets of  [        ]  in  [        ]  in favour of  [        ]  to secure its obligations under the English law loan agreement (the “Loan Agreement”) between  [        ]  and  [        ] ;
    2. Register the Pledge and carry out any other steps required under  [        ]  law to perfect the security granted by  [        ]  to  [        ] and make it enforceable;
    3. Considering that the rights of  [        ] against  [        ] in respect of the Pledge that will be assigned to Truva as note and security trustee for the noteholders of  [        ]  under an English law deed of charge, and advise on (i) whether the assignment under the English law deed of charge will be sufficient for this purpose and recognised under  [        ] law or (ii) if a  [        ] law assignment (the “Assignment”) is also required, and if so draft the Assignment and carry out all the steps required for registration and perfection
    4. Issue a capacity and enforceability opinion (the “Opinion”) with respect to the Pledge addressed to  [       ]  and Truva (as security trustee for the noteholders), which should cover: (i) the capacity of  [       ]  to enter into the Loan Agreement, Pledge and Assignment; (ii) the enforceability of the Loan Agreement, Pledge and Assignment under  [        ] law, and in particular confirming that a judgment in an English court in respect of the Loan Agreement will be recognised in  [       ] ; and (iii) that all steps required for the registration and perfection of the Pledge and Assignment have been carried out.
    RA

    Rachel Amos

    04 Jun 2024