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Sample Transaction Procedure 
This letter illustrates the common transaction procedures most exim transactions. You can send as is to your customers but you may want to modify the procedure to accommodate your customer's requirements.

Simple Fee Agreement  
Use this document to place verbal commission or payment agreements into writing. This versatile form is easy to modify to fit your requirement. Enter the customer's name and address, a description of the product(s) and the commission or fee that you are to be paid.
Use this form to insure that your clients do not go around you and exclude you from their next transaction. Do not begin marketing or reveal any details of product sources to any client without having this document signed. Generally, one signed NCND from your client is all you need, not a new one for each transaction.

Irrevocable Master Fee Protection Agreement & NCND combined
This form is a combination of NCND and Fee Protection Agreement. Use this form to protect your commissions and fees as well detailing any other intermediaries or broker/agent that need to be paid. The NCND also insures that your clients do not go around you and exclude you from their next transaction. Again, do not begin marketing or reveal any details of product sources to any client without having this document or at the very least a NCND signed.

IMFPA Irrevocable Master Fee Protection Agreement
Use this form to protect your commissions and fees as well detailing any other intermediaries or broker/agent that need to be paid. This form is used when you are dealing with an existing or returning customer and already have a NCND in place.

Independent Contractor/Agent Agreement(1) International Independent Contractor Agreement. This agreement names you or your company as the Independent Contractor. (You or your company works is contracted to work for another company)

Independent Contractor/Agent Agreement(2) This agreement is between you and/or your company with an outside individual to work for you as an Independent Contractor.

Distributor/Dealer Agreement(1) 
Simple one page International Distributor/Dealer Agreement.

Distributor/Dealer Agreement(2)International Distributor/Dealer Agreement. This document outlines and defines all areas of a Distributor/Dealer agreement.

LOI  Letter of Intent 
This document describes the preliminary understanding between parties who intend to make a contract or join together in another action.

  • Commitment to Each Other and to the Deal: Signing a letter of intent, from a business perspective, indicates that each party has obtained senior management's approval to work towards closing the proposed business transaction and that the parties have moved into a stage of serious negotiations.
  • Commitment to the Deal for Others to See: After signing a letter of intent, the parties usually issue a joint press release announcing the event. This is usually to provoke a positive reaction in the stock market to the news and some times to send a message to competitors in the marketplace.
  • Commitment to a Time Line: An LOI will set forth a time line for negotiations, including a deadline for closing the deal and what will occur if the parties fail to meet the deadline.
  • Partial Performance and Authorization of Expenditures: After signing a letter of intent, parties will often begin due diligence for the transaction and/or preparation of a formal estimate regarding the transaction. Research and preparation of such documents involves expenditure of significant funds for the time and materials of employees designated to perform these tasks. Senior management will usually authorize spending such funds based on signing the letter of intent, although rarely will the LOI specify that there is any way to recoup these funds if the deal does not close.
  • Confidentiality: If not already agreed to in a Confidentiality Agreement, each party will agree to keep the transaction and information exchanged in negotiations confidential in an LOI.

LOC Letter of Credit 
- A letter of credit adds a bank's promise to pay the exporter to that of the foreign buyer provided that the exporter has complied with all the terms and conditions of the letter of credit. The foreign buyer applies for issuance of a letter of credit from the buyer's bank to the exporter's bank and therefore is called the applicant; the exporter is called the beneficiary. A blank Letter of Credit template is not included here as this is an instrument that is generated by the buyer's or payee's bank or financial institution.

BCL Bank Comfort Letter  
The Bank Comfort letter demonstrates proof that the buyer has the money to pay for a transaction. During the negotiation phase of a transaction many sellers will want a BCL as proof that the buyer is "for real." A BCL can be in conjunction with a pro forma invoice and the precursor to a Letter of Credit (LOC). A bank charges a fee to generate an LOC whereas a proposal or LOI or pro forma invoice and BCL to not cost anything.

Pro Forma Invoice 
Your buyer will request a pro forma invoice (quotation) for the product he wishes to buy from your manufacturer. He requires this pro forma in order to establish a letter of credit at his bank. Issue this once you have established via e-mail that the buyer is interested in your price and requires a pro forma invoice.
Sample Pro Forma Invoice

International Purchase Order 
- this document serves as the confirmation you require from the buyer that the transaction is in order and that he accepts your terms, also giving any other instructions or requirements for you to accept.

Freight Forwarder Price Request Form 
- when requiring a transport or shipping price from the freight forwarder; complete the quote required form and send it to your Freight Forwarder.

Commercial Invoice Standard Commercial Invoice 
Commercial Invoice 1

Commercial Invoice2
Commercial Invoice Spanish
Sample Completed Invoice

Payment Procedure 
This letter illustrates the common payment procedures most exim transactions. You can send as is to your customers but you may want to modify the procedure to accommodate your customer's requirements.

Manufacturer/Agent Contract 
Use this checklist when compiling your contract between yourself and the manufacturer. This agreement is used when your Company will be working as an exclusive Import or Export Sales Agent working in a specific region, market or territory. Do not market or promote any product as an agent without having this document signed. This document covers the nature of the business to be conducted between yourselves and includes the securing of your commission.

Manufacturer/Agent Sales Campaign Progress Report 
- Use this document to compile a monthly report back to your client with the results of your sales campaign efforts.

Certificate of Origin 

Export Quotation Worksheet 

Packing List 
This form generates packing lists and totals values for all items shipped on your company letterhead.

Shipping Documents

Bill of Lading 
A bill of lading is a document which is issued by the transportation carrier to the shipper acknowledging that they have received the shipment of goods and that they have been placed on board a particular vessel which is bound for a particular destination and states the terms in which these goods received are to be carried. Separate bills of lading are issued for the inland or domestic portion of the transportation and the ocean or air transportation, or a through bill of lading can be obtained covering all modes of transporting goods to their destination.
Bills of lading, whether inland or ocean, can be issued in either non-negotiable (straight) form or in negotiable form. If the bill of lading is specified as being non-negotiable, the transportation carrier must deliver it only to the consignee named in the bill of lading, thus the bill of lading acts both as a receipt of goods and as an agreement to transport these goods to a specific destination and consignee in return for payment of the transportation charges. If the bill of lading is specifically labeled as being negotiable, ownership to the goods and the right to re-route the shipment are with the person who has ownership of the bill of lading properly issued or negotiated to it. Such bills of lading are issued to shipper's order, rather than to a specific, named consignee. Where collection and payment is through banking channels, such as under a letter of credit or documentary collection, negotiable bills of lading are required (except for air shipments). The exporter must endorse the bill of lading and deliver it to the bank in order to receive payment.
There are four types of bills of lading: inland, ocean, through, and air waybill.

Inland Bill of Lading
this is a a contract between a shipper and transportation company used when transporting goods overland to an exporter's international carrier.

Ocean Bill of Lading
- this is a contract between a exporter and an international carrier for transport of merchandise to a specified foreign market overseas.

Through Bill of Lading
- A document that establishes the terms between a shipper and a transportation company covering both the domestic and international transport of export goods between specified points for a specified charge. For example, an air shipment can be covered with a through bill of lading; however, ocean shipments require both an inland bill of lading (for domestic transport) and an ocean bill of lading (for international transport).

Consignment Agreement 
Standard Consignment Sales Agreement formatted on your Company's letterhead.