Securitisation – Charging Considerations on Stock Transfers or Stock Swap Deals
Thursday 16th, October 2025
11:00 - 12:00
Free

Securitisation – Charging Considerations on Stock Transfers or Stock Swap Deals

Securitisation – Charging Considerations on Stock Transfers or Stock Swap Deals

Devonshires invites you to join this webinar where we will discuss what considerations need to be made from a charging perspective when undergoing stock transfer and stock swap deals.

Topics Covered

  • Stock Transfers / Stock Swaps
  • Property Charging
  • Mortgagee Exclusion Clauses
  • Property Values

Speakers

Carlos Fernandes, Partner, Property Securitisation

Carlos has a breadth of experience advising Registered Providers on a range of financial arrangements including bond issues, private placements, syndicated and bilateral loan facilities ranging from £1 million to £500 million. Carlos drafts and negotiates a variety of facility/bond documentation including certificates of title, legal charges and allocation certificates working closely with the Banking Team as part of the deal.

In addition, Carlos regularly advises clients on the suitability of properties as security to a lender and carries out deeds of variation for clients to make properties suitable as security or to uplift their value.

Furthermore, Carlos carries out document reviews for clients looking to acquire properties and development sites advising them on their suitability for security to a lender, as well as working alongside our Real Estate Team in their stock acquisition matters.

Charlotte Sawyer, Partner, Real Estate and Projects 

Charlotte advises on tenanted stock and portfolio transfers with a particular emphasis on dealing with shared ownership portfolios. Charlotte also undertakes complex development work, including dealing with option agreements and complex lease arrangements involving building leases and call option structures for a number of Registered Providers and charitable bodies.

Charlotte also has experience dealing with landlord and tenant matters, sale contracts, leases, transfers and ancillary documentation for development projects.


You will receive an email from Devonshires to confirm your place. Please note, places for this event are limited and may become oversubscribed. Clients of Devonshires will have priority and where we are heavily oversubscribed, we will limit places per organisation.

Related categories

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