Pre-screen Intake

Initial pre-screen to assess mandate fit and data readiness.

Pre-screen Intake

The Pre-screen Intake step keeps cross-border conversations structured and ensures the right stakeholders are looped in early. QFC SPCs can enter loan or hedging arrangements and grant security interests to support structured financing obligations. SPCs must maintain a registered office in the QFC and keep required documents available at that office.

Clarify what Pre-screen Intake requires from both the sponsor and the borrower.
Confirm data-handling and disclosure boundaries relevant to Pre-screen Intake.
Outline next steps and timing once Pre-screen Intake is completed.

Scope and application

This section records the decision gates created by Pre-screen Intake so we can move to mandate drafting.

Key requirements

Defined transaction purpose and approved use of proceeds
Collateral schedule and cash flow evidence
Governance roles including director, secretary, and SEF accountability

Reporting expectations

Mandate reporting cadence and escalation protocols are confirmed at this stage to maintain SPC transparency.

Next step

Start your mandate intake and receive a tailored execution plan.

Start Mandate Intake