Understanding Legal Structures

Understanding Legal Structures

The platform supports two types of legal structures - prepayment and true sale (including AR finance). In this article you can learn about the differences between these structures.

Prepayment Finance

In prepayment finance, counter-parties include a prepayment payer and one or more sellers and funders.

  • Only prepayment payers can submit payables for prepayment.

  • Sellers are unaware of the programme and are onboarded to the platform discretely. This is done by setting up their accounts using a dummy representative email to ensure they do not receive platform notifications.

  • Payer accepts Irrevocable Payment Undertaking (IPU) upon submitting approved payables for prepayment and also accepts the Prepayment Payer Order Form.

  • The system looks for a matching investment strategy to purchase invoices.

  • A matching investment strategy for a given funder finds and purchases payer's payables. This funder accepts the Prepayment Funder Order Form.

True Sale and AR Finance

In true sale and AR finance, counter-parties include a true sale payer and a seller and funders.
  • Seller uploads invoices that can optionally go to the true sale payer for approval if is not an AR facility.
  • Alternatively the true sale payer (if the facility is not AR) or the assigned fund manager uploads pre-approved invoices removing the need for the seller to upload invoices.

  • If the facility is not AR, the true sale payer accepts an Irrevocable Payment Undertaking (IPU) upon uploading pre-approved invoices or upon manually approving invoices.

  • Approved invoices go to the assigned fund manager who will make the final approvals prior to funding.

  • Once approvals from the fund manager are complete then the seller is notified to log in and sell their invoices.

  • The seller chooses to sell all eligible invoices at a discount in exchange for early payment.

  • The seller sells the invoices and accepts the True Sale or AR Seller Order Form.

  • The system looks for a matching investment strategy to purchase the receivables.

  • A matching investment strategy for a given funder finds and purchases the receivables. This funder accepts the True Sale or AR Funder Order Form.


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