Standard documents

This is a list of all standard documents published by PLC. All standard documents have links to related drafting notes and are regularly updated by PLC editors.

For information on converting PLC standard documents into your firm's style, see PLC Firmstyle (

Private equity and venture capital
Re-registration of a company: from private to public: board minutes
Re-registration of a company: from public to private limited: board minutes
Disclosure letter: non-leveraged investment
Loan note instrument
Shareholders' agreement between individuals
Put option agreement
Cross option agreement
Investment agreement: non-leveraged investment
Convertible loan note instrument
Employee/director share subscription deed
Statutory demerger clearance application
Investment agreement (sample clauses): management buyouts
Exclusivity agreement: private equity (favouring buyer)
Equity terms: Heads of terms: investment round: non-leveraged investment
Shared facilities agreement: university spin-out
Deed of Adherence: Shareholders' agreement between individuals
Heads of terms: convertible loan note
Call option agreement
Heads of terms: investment round: non-leveraged investment
Letter of advice to director: university spin-out
Subscription letter
Seed enterprise investment relief scheme: assurance application to HMRC
Loan note instrument (share consideration)
Legal due diligence information request: long form: share purchases
Equity warrant instrument: private company limited by shares
Subscription letter: undertaking to pay
Application to HMRC under the non-statutory clearance procedure
Put and call option agreement
Articles of association: non-leveraged investments: companies formed on or after 1 October 2009
Articles of association (Model Articles): non-leveraged investments
Section 138 of the Taxation of Chargeable Gains Act 1992 clearance application
International tax warranties
Exclusivity agreement: private equity (favouring seller)
Transaction documents list: management buyout: dual newco structure
Enterprise Investment Scheme: assurance application to HMRC
Entrepreneurs' relief: election under section 169Q or 169R, TCGA 1992
Transactions in securities: clearance application letter
Facility agreement: management buyouts
Transaction documents list: management buyout: single newco structure
Written resolutions (members): management buyout: Newco
Articles of association (selected): private equity buyout vehicle
Articles of association (incorporating Table A): non-leveraged investment
Heads of terms: private equity
Completion board minutes: non-leveraged investment
Deed of adherence: non-leveraged investment
International tax covenant
Scheme of reconstruction clearance application
Completion board minutes: private equity transactions
VCT qualifying holding assurance application
Articles of association (incorporating Table A): university spin-out
Subscription and shareholders' agreement: university spin-out
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