Case Studies

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Small Business Case Study

Asset and Owners Investment Protection Using the PPSR

Reduce any perceived risk of losing your Unpaid Present Entitlements (UPE) in the event of a business failure.

The Process

  • The Process of Converting Unpaid Present Entitlements (UPE) to a Loan in the business and creating a PPSR Security charge over the Loan.
  • Create the necessary documentation to enable the UPE to be converted to a loan.
  • Generate the security documentation – Loan Agreement with Security Deed.
  • Register an ALL PAAP security charge over the loan on the PPSR.
  • Evaluate any further needs of the client