Sunday, 9 February 2014

Asok Nadhani- Companies Act- Borrowings

Borrowing
By Asok Nadhani
A company needs money from time to time to finance its business activities. A company can raise money by issue of Shares. Apart from that, the company may also borrow money from other sources.

9.1 Borrowing Powers
a.     Trading Company: It has implied power to borrow money for the purposes of its business (unless prohibited by Articles). It can give security for the loan by creating a mortgage or charge on its property.
b.    Non-trading Company: It has no implied power to borrow unless specified by Memorandum or the Articles.
                                                         
9.1.1 Exercise of borrowing powers
a.     Public Company: It can exercise its borrowing powers only after it receives the certificate of commencement of business. (Section 149)
b.    Private Company: It can exercise borrowing powers immediately on incorporation.

9.1.2 Borrowings Ultra Vires
  i.    The borrowing of a company powers are regulated by the Act and by the Articles. Sometimes, the company borrows beyond its powers (called ultra vires borrowings), which are :
-         Ultra Vires the Company,
-         Ultra Vires the Directors but intra vires the Company.
ii.    Ultra Vires borrowings are invalid and non-enforceable.

9.1.3 Borrowing ultra vires the company
a.     The following types of Borrowings are ultra vires the company’.
§  For Non-Trading Company: If the power to borrow money is not specifically stated in the memorandum of association.
§  For all Companies: Borrowings made for a purpose which is outside the object clause of memorandum of the company.
b.    Consequences of ‘borrowings ultra vires the company’
 i.     Borrowings are void: Borrowings ultra vires the company are void ab initio. Consequently, the agreement between the company and the lender of money is not enforceable. The lender cannot sue the company for the recovery of such loan.
 ii.    No ratification: Since the ‘borrowings ultra vires the company’ are void ab initio, the shareholders cannot, even if acting unanimously, ratify the borrowings.
 iii.  No right to securities: The lender shall not be entitled to any securities that he has received under the ultra vires borrowings.
 iv.   However, the lender enjoys the following rights on the principles of equity:
a.     Injunction:  If the money lent to the company has not been spent and is traceable, the Tribunal may grant an injunction to restrain the company from using such money. The lender remains the owner of the money and is entitled to get back the money.
b.    Subrogation:  If the money borrowed has been used by the company in discharging any lawful debts, the lender shall become the creditor of the company and can recover it from the company. [Neath Building Society v. Luce]
c.     Identification and tracing: If the lender can identify his money (i.e., the money is still in the hands of the company) or any property purchased with it which the lender can identify, the lender can claim the money or the property purchased with the money. The company in such a case is regarded as trustee of the money of the lender.
d.    Liability of directors: The lender may hold the directors liable for breach of authority. But if the lender was aware that the borrowings were unauthorised, he cannot make the directors liable. [Firbank's Executors v. Humphreys]

9.1.4 Borrowings ultra vires the directors
If the borrowing is just excess of the powers of the directors but not ultra vires the company, following rules apply:
a.     When it is ratified by the company : When the company ratifies and validates it, the loan binds both the lender and the company as if it had been made with the company's authority in the first place.
b.    When it is not ratified by the company :  In such case, the normal principles of agency apply.
i.      If the lender has knowledge that the directors are exceeding authority, the lender has no right of action against the Company.
ii.    If the excess borrowing arises from non-compliance with some internal regulation of the company, the lender may recover the loan from the company.

9.1.5 Restriction on powers of a company to borrow
Section 292 regarding borrowing powers of a company applies to both Private and Public Company.
a.         The power to borrow money by issue of debentures shall be exercised by the Board of directors by passing a resolution at a Board meeting only and cannot be delegated to anyone.
b.         The power to borrow money otherwise than by issue of debentures shall be exercised by the Board of directors by passing a resolution at a Board meeting only. However, such a power may be delegated by the Board, in following cases:
§  The power may be delegated to a committee of Directors, Managing director, Manager, Principal officer of the company or its branch.
§  Resolution delegating such power shall be passed at a Board meeting only.
§  The resolution passed shall specify the maximum amount outstanding at any time.

9.1.6 Statutory limits on borrowings
a.     Public company.
i.      Directors of a public company shall not borrow amount money exceeding the aggregate of paid up capital and free reserves, without the sanction of shareholders through ordinary resolution at a general meeting. (S. 293)
ii.    The resolution must specify the total amount upto which the borrowings can be made.
iii.   Borrowings in excess of aggregate of paid up capital and free reserves shall not be valid unless the lender proves that he lent the money in good faith, and without any knowledge that such limit had been exceeded.
b.    Private company. Section 293 does not apply to a private company. Therefore, the directors of a private company can borrow money exceeding the aggregate of paid up capital and free reserves without requiring the sanction of shareholders in general meeting.

9.1.7 Methods of Borrowing
a.     Borrowings may be either secured (borrowing is backed by an asset of the company) or unsecured. An unsecured loan is not backed by any asset. A loan or advance not fully covered by the security is treated as partly secured.
b.    Borrowings may be by way of one or more of the following methods namely:
          i.    Loans from financial institutions and banks: These loans are mostly secured by assets of the company.
        ii.    Debentures: These instruments may or may not be secured.
       iii.    Bonds: These instruments are quite similar to debentures and are usually secured.
       iv.    Deposits: These are unsecured small borrowings from Public.

9.1.8 Methods of securing borrowings
i.      Lien: Money can be raised by placing goods with the lender while giving a right to retain the goods until the money is paid. A general lien, is normally available to bankers, factors, wharfinger, attorneys of High Court and policy brokers.
ii.    Pledge: Pledge is bailment of goods as security for payment of a debt or performance of a promise.
iii.   Hypothecation:
a.     Hypothecation means creation of some claim in goods or related documents without transferring their possession to the lender. An undertaking is given to give possession of the goods to the creditor upon failure to pay the principal debt with interest.
b.    Sometimes, advances and loans of the borrower are also hypothecated (called as hypothecation of book debts). This mode of charging book debt is more convenient than the assignment of book debts. The borrower submits the statement of the outstanding debts hypothecated to the bank as in the case of hypothecation against goods. The agreement and statements form the basis of the advance against the security of book debts.
iv.   Assignment: Assignment of debt may be made to the third party, to secure the borrowing. Actionable claim (claim to any unsecured debt or any beneficial interest in immovable property not in the possession of the claimant) may also be taken as a form of assignment.
v.     Mortgage: A mortgage is the transfer of an interest in specific immovable property for securing the payment.
vi.   Charge: Where property of one person is, made security for the payment of money to another and the transaction does not amount to a mortgage, the latter person is said to have a charge on the property, and all the provisions applicable to a simple mortgage, shall also apply to such charge.
 

For more details, refer to Business & Corporate Laws, by Asok Nadhani, BPB Publications-ww.bpbonline.com, bpbpublications@gmail.com

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