Title
Supreme Court
BSP Circular 874: FX Manual Amendments
Law
Bsp Circular No. 874
Decision Date
Apr 8, 2015
BSP Circular No. 874 amends regulations on foreign exchange transactions, establishing limits on the cross-border transfer of local currency, outlining payment modes for imports, and setting guidelines for foreign currency loans and reporting requirements for authorized banks.

Law Summary

Authorized Modes of Payment for Imports

  • Authorized Agent Banks (AABs) and AAB-forex corporations may sell foreign exchange for import payments using these modes:
    • Letter of Credit (L/C)
    • Documents Against Payment (D/P)
    • Documents Against Acceptance (D/A)
    • Direct Remittance (DR)
    • Advance Payment
    • Open Account (O/A) including intercompany netting arrangements among non-bank related parties
  • Intercompany netting can be used for settling trade in services but not for foreign currency loans or investments.
  • Definitions:
    • Related parties include non-bank parent, subsidiaries, affiliates, head office, or branch between residents and non-residents.
    • Affiliate defined by ownership (10%-50%), interlocking directorship, common stockholders (10%-50%), management contracts with control power, or voting trusts/proxies in the same ownership range.

Procedures and Reporting under D/A and O/A Arrangements

  • Guidelines for reporting, payment, and extensions of maturities for importations settled via D/A or O/A are detailed in Appendix 6.
  • For intercompany netting settlement of imports, guidelines are in Appendix 6.1 covering sale, remittance, and reporting.

Authorized Modes and Currency of Payment for Export Transactions

  • Payments for exports can be made without BSP prior approval under various modes, including:
    • Open Account (O/A) arrangements including intercompany netting among non-bank related parties
    • Consignment
  • The definitions of related parties and affiliates for export payments mirror those for imports.

Regulation of Foreign Currency Loans

  • BSP regulates foreign currency loans to ensure orderly servicing of principal and interest in accordance with the economy’s overall debt capacity.
  • Private sector non-bank borrowers must maintain a long-term debt-to-equity ratio of 75/25 or better throughout the loan’s duration unless BSP explicitly allows otherwise.

Loans Not Requiring Prior BSP Approval

  • Short-term interbank loans, such as interbank call loans, may be granted without prior BSP approval as allowed under BSP rules.

Reportorial Requirements

  • Authorized Agent Banks (AABs), Offshore Banking Units (OBUs), and AAB-forex corporations must submit periodic reports, including:
    • Monthly report on foreign exchange purchased from refunds of advance payments for importations (due within five banking days after the month end).
    • Weekly report on transactions under intercompany netting arrangements (due within five banking days after week end).
  • Reports are submitted via hard copy or email to the BSP’s International Operations Department (IOD).

Appendices and Annexes

  • New Appendices/Annexes introduced include:
    • Appendix 6.1: Guidelines for Reporting Foreign Exchange Obligations and Sale/Remittance under Intercompany Netting Arrangements.
    • Annex Z: Report on Transactions Under Intercompany Netting Arrangements.
    • Annex Z.1: Statement of Receivables and Payables.
  • Revised Appendices include minimum documentary requirements for foreign exchange sales for non-trade purposes, trade transactions, reporting under D/A and O/A arrangements, and guidelines for foreign exchange forward and swap transactions.

Repealing Clause and Effectivity

  • This Circular supersedes, amends, and modifies inconsistent provisions of previous BSP circulars, memoranda, or regulations.
  • The Circular took effect 15 calendar days after publication in the Official Gazette or a newspaper of general circulation in the Philippines.

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