Updated – Guidance for EPFIs on Incorporating Environmental and Social Considerations into Loan Documentation

12 March, 2014 EP News

Following the launch of the Equator Principles (EP) III in June 2013 and end of the EP III transition period, the EP Association has updated its guidance document for Equator Principles Financial Institutions (EPFIs) on incorporating environmental and social considerations in to loan documentation.

The Guidance for EPFIs on Incorporating Environmental and Social Considerations into Loan Documentation, originally published in 2009, has been revised to reflect the new language and extended scope of EP III, and now includes specific clauses on Independent Environmental and Social Consultant Reviews and reporting requirements for borrowers.

Note the guidance document is for use by EPFIs to assist them in incorporating environmental and social considerations into loan documentation (as appropriate) and is not a required legal framework.

Further resources can be found on the Best Practice and Resources page.

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