Company Audit of Existing Credit Policies and Procedures

Includes the review of existing, any modification of it, or new development of a credit policy complete with review formats and recommendations

Specific Customer Credit Reviews & Other Credit Documents

Using financials, third party reporting, and silent or supplied industry reference checks, working with legal for Master Netting Agreements, Parental Guarantees and other instruments

Establishment of Customized Electronic Reviews & Recommendations

Including the full development of electronic templates designed for public or private companies, each with full assessment

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Innovative Securities Developed with Legal Support/Acceptance

We have developed several, and they are very unique. Most times bank criteria restricts companies to give standard securities. With ours, companies look better, and banks are happier

Contract Language Development and Review

We can act as contracted or primary representative for a client, with focus on verifying/inserting proper credit triggers, clauses and addendums into complex contracts such as ISDAs, GasEDIs, NAESBs, long form oil, and in other industries

Tailored Comprehensive Monthly or Quarterly Board Reports

on counterparties with colour coded quick view status reporting

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