Guarantee products – calls for expression of interest

As an implementing partner of InvestEU, our portfolio guarantee products support investments for EU’s policy priorities over the period 2022-2027. The EIF, in its role of a guarantor, provides credit risk protection through portfolio (counter-) guarantees to selected financial intermediaries.

These are provided in the form of a capped or uncapped guarantee, and shall partly cover the credit risk of eligible debt financing transactions granted to predefined categories of final recipients and included for coverage in the portfolio(s).

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Eligible financial intermediaries

Public or private entities, including but not limited to:

  • For guarantees: credit or financial institutions, alternative lenders, leasing companies ;
  • For counter-guarantees: (counter-) guarantee schemes, (counter-) guarantee institutions or other entities, credit or financial institutions

that are established or operating in EU Member States and overseas territories (OTCs).



How can you become a Financial Intermediary under InvestEU?

An applicant may become a financial intermediary under InvestEU provided that:

  • it complies with formal criteria as described in the Call for Expression of Interest;
  • it completes and submits its application, as per the Annex I below within the deadline and in accordance with all provisions outlined in the Call;
  • it is selected by the EIF as a potential financial intermediary under InvestEU to implement one or more InvestEU Portfolio Guarantee Products pursuant to the selection process outlined in the Call; and
  • it enters into the relevant (counter-) guarantee agreement with EIF.

Application process


If you are eligible, you can apply by downloading and submitting the relevant application documents published below, to the EIF by the deadline. The EIF selects financial intermediaries according to a standard process involving due diligence and proof of compliance with relevant standards.

Deadline for applications: 30 June 2027

The EIF may determine that the deadline will end on an earlier date depending, inter alia, on the availability of the budgetary resources. Any change in the deadline will be announced officially on this web page.



CALL FOR EXPRESSION OF INTEREST

Documents for all guarantee products

Call for expression of interest
Appendix 1 to Call for expression of Interest – Glossary of Terms
Annex I – Expression of Interest for Financial Intermediaries

Horizontal term sheets - the following annexes are applicable to all InvestEU portfolio guarantee products

Annex II – Direct guarantee term sheet
Annex III – Counter-guarantee term sheet

Thematic term sheets - the following annexes contain specific terms and conditions applicable to the respective InvestEU portfolio guarantee product:

Annex IV(a) – SME Competitiveness guarantee term sheet
Annex IV(b) – Sustainability guarantee term sheet
Annex IV(c) – Innovation and Digitalisation guarantee term sheet
Annex IV(d) – Cultural and Creative guarantee term sheet
Annex IV(e) – Microfinance and Social Entrepreneurship guarantee term sheet
Annex IV(f) – Skills and Education guarantee term sheet

Other documents:

Annex V – Terms of Confidentiality
Reporting template for direct guarantee
Reporting template for counter-guarantee




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Read more online

Our detailed interactive brochure on InvestEU – products, partners, goals and  more information is available in our digital library.
Check it out here: https://engage.eif.org/investeu/guarantees
 

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