The Adoption Process

It is very important that the adopting institution read and understand the Equator Principles (EPs) and the EP Association Governance Rules before embarking on the adoption process.

As a first step, please read the Frequently Asked Questions  and then contact the EP Association Secretariat who will ask you some initial questions to determine your institution’s suitability to adopt the EPs and answer any queries you may have. You must do this prior to submitting your forms below.

After this, the prospective Equator Principles Financial Institution (EPFI) is required to complete the Adoption Agreement and Contact Form and submit this to the EP Association Secretariat.

It is then determined whether the adoption requirements have been met and the forms are forwarded to the EP Association Steering Committee Chair for approval. The decision cannot always be made immediately. There can be a several-months long process of discussion to ensure the eligibility criteria are met including appropriate level of adoption.

An adoption date will then be agreed between the EP Association Secretariat and the prospective EPFI.

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