Applying for an EIB loan Application Documents
A) Corporate lending: EIB → Borrower / Promoter → Project
Individual loans for projects over EUR 25 million may be requested directly from the EIB. The
layout and content of documents to be submitted to the EIB are the responsibility of the project
Given the range and diversity of potential projects there is no standardised documentation
requirement. The Bank does not require its borrowers to complete set forms or questionnaires. As
a general rule, the EIB expects to receive a comprehensive feasibility study.
Where this has not been prepared, the project promoter may use his own discretion in compiling
detailed information to permit the technical, environmental, economic, financial and legal
appraisal of projects. The following documentation list is intended as a guideline for application
for a loan. Additional information may be required subsequently.
► The Borrower/Promoter
General information about the enterprise (or institution), its legal status, principal partners and
shareholders, organisational structure:
Where the proposed Borrower of the EIB loan is not the same as the Promoter of the project,
similar information is required from both.
Legal documents covering incorporation, statutes, activities, accounting policies, management,
ownership, audited financial statements (balance sheets, profit and loss and cashflow
statements) for the last three financial years, details of short, medium and longterm liabilities,
dividend distribution policy and financial forecasts.
► The project
Technical and environmental data:
General purpose, justification and location (rated and forecast capacity).
Legal status of the proposed project, relationship with the borrower/promoter’s other activities,
licences and concessions obtained.
Technical description: technology, site development, buildings, production and storage plant,
general services, transport systems and equipment.