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Tip Sheet for Financial Intermediaries — Sample Environmental & Social-Related Contractual Provisions for Legal Agreements Between a Financial Intermediary and Its Clients

March 6, 2023

When a financial intermediary receives financing from lenders/investors, such lenders/investors may prescribe environmental and social requirements, typically resulting in requirements for the financial intermediary’s own clients which are then reflected in legal documentation. This publication provides an overview of common environmental and social contractual provisions and sample language for such provisions.