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Director’s Loan Agreement — Word & PDF Template
A director's loan agreement documenting a loan between a director and their company, with interest, repayment, director loan account and declaration-of-interest clauses.
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This director’s loan agreement template records a loan made by a director to their company. It sets out the amount, interest, repayment terms and the director loan account treatment, helping owner-managed companies in England and Wales keep clear records and deal with the director’s declaration of interest and tax points.
Who is this template for?
It is intended for company directors lending to their company, owner-managed and family businesses, company secretaries and accountants documenting director loan accounts, and advisers preparing board records.
What does the template include?
The agreement is organised into clear, numbered clauses:
- Parties — identifies the company and the director.
- Loan Details — the amount, drawdown and any facility terms.
- Purpose — what the loan is to be used for.
- Interest — the interest rate and how it is calculated.
- Repayment — the repayment schedule and method.
- Director Loan Account — recording the loan in the company’s accounts, with a warning on overdrawn balances.
- Director’s Interest — the director’s declaration of interest to the other directors, or a sole-director tick box.
- Security — any security given for the loan.
- Events of Default — circumstances allowing early repayment.
- Governing Law — confirms England and Wales law applies.
- Entire Agreement — confirms the document is the complete record.
- Signatures — signing block for both parties.
Easy to customise
The template opens in Microsoft Word, Google Docs and LibreOffice. Fill in the highlighted fields, set the interest and repayment terms, tick the relevant options and edit any clause to match your arrangement.
Format and scope
Download instantly as an editable Word (.docx) file and a print-friendly PDF, formatted to A4. Written in plain British English with light, general references to England and Wales company and tax law.
How to edit the template
- Download the DOCX file after purchase
- Open it in Word, Google Docs, LibreOffice or another DOCX editor
- Fill in the parties' details in the marked fields
- Edit the terms and text to match what has been agreed
- Print it for signing or send it digitally
