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.

1. The prospective Equator Principles Financial Institution (EPFI) is required to complete the Adoption Agreement and Contact Form.

2. The Agreement and Contact Form should be emailed or faxed to the EP Association Secretariat.

3. It is then promptly determined whether the adoption requirements have been met and the forms are forwarded to the EP Association Steering Committee Chair to obtain confirmation.

4. Then an adoption date is agreed between the EP Association Secretariat and the prospective EPFI.

5. The adopting institution should also prepare a press release and send it to the EP Association Secretariat for review before it is made public.

6. On the adoption date the EPFI should announce their adoption on their website and this is reciprocated on the EP website.

7. The EPFI will receive a welcome email from the EP Association Steering Committee Chair and the EP Association Secretariat will announce the adoption to the EP Association membership.

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