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United Kingdom
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Key definition
Arranging definition

What does Arranging mean? In legal practice, arranging means putting in place steps that bring about, or are made with a view to, another person buying, selling, subscribing for or underwriting investments. In the UK, it is a regulated activity defined in article 25 of the Financial Services and Markets Act 2000 (Regulated Activities) Order 2001 (RAO). It comprises two limbs: arranging (bringing about) deals in investments, and making arrangements with a view to transactions in specified investments, including securities and contractually based investments. Typical scenarios include introductions that result in a deal or operating a platform that enables investors to transact. Carrying on...

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Loan transaction document execution: virtual and hybrid signings, electronic signatures, formalities, pitfalls and practice tips (England and Wales)

Practice notes
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Typically, the lender’s solicitors oversee the signing of the Finance documents, either at a physical completion meeting or, more commonly now, via a virtual signing. However the documents are to be signed, the lender’s solicitors will arrange the Execution versions of the finance documents and make them available to all parties for prompt signature. The borrower’s solicitors might be asked to assist their clients with executing the finance documents (or any other transaction documents that need execution) as required. While in‑person signing meetings still occur in the banking and finance arena, they are less frequent in practice, having largely given way to virtual execution of documents, including the use of electronic signatures.

Virtual execution

Following the decision in Mercury Tax Group v HMRC, the Law Society issued guidance on suitable methods and practice of execution for virtual signings. It is important to review the Law Society’s guidance before Arranging a virtual execution to ensure the proposed method of execution complies with that published guidance. Initial practical points to consider are:

  • which type of documents are to be executed? Simple contracts, real estate contracts (ie contracts for the sale or other disposition of an interest in land), guarantees, deeds or a...
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Web page updated on 21/05/2026

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