The Equity Linked Agreement is a sophisticated financial instrument used in Canadian financial markets to create structured investment products that link returns to equity market performance. This document is essential when financial institutions issue products that provide investors with exposure to specific stocks, indices, or equity baskets while potentially offering features like principal protection or enhanced returns. The agreement must comply with Canadian securities laws, including provincial regulations and requirements set by bodies such as IIROC and relevant securities commissions. It contains crucial information about calculation methodologies, market disruption events, and risk factors, making it particularly important for structured products teams and investment management professionals. The document typically sees use in both retail and institutional contexts, requiring careful attention to Canadian consumer protection laws when marketed to retail investors.
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1. Parties: Identification of all contracting parties and their legal status
2. Background: Context of the agreement and high-level description of the transaction
3. Definitions and Interpretation: Detailed definitions of terms used and interpretation rules
4. Equity Linking Structure: Core terms of the equity linking arrangement including reference assets and calculation methodology
5. Payment Terms: Details of payment obligations, timing, and calculation methods
6. Market Disruption Events: Provisions dealing with market disruptions and their impact on calculations
7. Adjustments and Corrections: Mechanisms for adjusting terms due to corporate actions or market events
8. Representations and Warranties: Standard and specific representations by all parties
9. Covenants: Ongoing obligations of the parties during the agreement term
10. Events of Default: Circumstances constituting default and consequences
11. Early Termination: Provisions for early termination and settlement
12. Governing Law and Jurisdiction: Applicable law and dispute resolution provisions
13. Notices: Communication requirements and contact details
14. General Provisions: Standard boilerplate clauses including assignment, amendments, and severability
1. Collateral Arrangements: Include when security or collateral is required to support obligations
2. Credit Support: Include when there are guarantees or other credit enhancement features
3. Tax Provisions: Detailed tax provisions when specific tax treatment is crucial to the arrangement
4. Transfer Restrictions: Include when there are specific limitations on transfer of rights or obligations
5. Third Party Rights: Include when rights are granted to non-parties to the agreement
6. Break Fees: Include when early termination fees apply
7. Regulatory Compliance: Include specific regulatory requirements when dealing with regulated entities
8. Force Majeure: Include when specific force majeure provisions are needed beyond market disruption events
1. Calculation Schedule: Detailed methodology for calculating equity-linked returns and payments
2. Reference Assets Schedule: Details of the underlying equity assets or indices
3. Form of Notice: Standard forms for various notices required under the agreement
4. Payment Dates Schedule: Calendar of payment dates and calculation periods
5. Eligibility Criteria: Criteria for reference assets or replacement assets
6. Fee Schedule: Breakdown of all applicable fees and charges
7. Form of Transfer Certificate: Standard form for transferring rights under the agreement
8. Contact Details: Detailed contact information for all parties and agents
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