Template Legal Agreements

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We have published a model template loan agreement along with a model template grant agreement as a freely available resource to aid charities, social enterprises, social investors and others.

The Model Documents are intended to be used as a starting point for adaptation and/or negotiation by the parties as required to reflect the particular circumstances. Individual parties are free to depart from the terms of the Model Documents and should always satisfy themselves of the appropriateness of any documents before signing. Neither the Model Documents nor this Introductory Note constitutes legal advice and the parties should consider seeking specific legal advice where appropriate.

The model documents have been prepared by Bates Wells Braithwaite, based on model loan and grant agreement originally prepared for the Growth Fund

It is important to read through this BWB Introductory Note document before using the legal agreement resources. 

Template Grant Agreement

Template Loan Agreement