Overlay

Trade Finance Portal

To help make it easier for you to manage your domestic and international trade transactions effectively, we offer our secure online trade service – Trade Finance Portal.

Information Message

Key features and benefits

100% digital service

Manage your trade processes online

Access security

Secure log-in using standard internet browser


Establish secure connectivity across the globe with data encryption, time-stamped electronic data/audit trails, unique user IDs

Free to use

Use the service free-of-charge, you just pay the usual fees for underlying transactions

Management visibility

  • Customer appointed Administrators manage your company’s User population including set-up, roles and use of the portal services
  • Optional multiple levels of user transaction authentication, manage local product use and control transaction approvals centrally
  • Full user online audit history
  • Ability to link subsidiaries to parent companies

Value add services

  • Enables direct contact with our Trade Service teams, eliminating the need to route your application via your Relationship Manager/Trade Originator
  • Document Imaging based approvals for Import Collections and Letter of Credit discrepancy handling streamlining processes
  • Ability to upload required documents when needed in support of transactions eg Trade Loans, bespoke Guarantee wording

Reporting & reconciliation

  • Suite of standard reports can be viewed and downloaded with customisable reporting capability
  • Alerts direct to customer email inbox can be set up notifying transaction events completed or pending action. Or simple reminders to log-in to the portal for each user, dependent on their role/preference e.g., approval required
  • Copies of documents and SWIFT messages can be viewed, printed or downloaded locally

Time saving

  • Time-saving templates, simple Copy Instrument option to re-use previous transactions for repeat trade situations
  • Template libraries provide standard templates reducing data entry requirements and time taken to initiate transactions
  • Phrase libraries to ensure consistency and standardisation of transaction text
  • Groupwide template/phrase libraries can be created and controlled centrally if required
  • Access Documents instantly

Solutions offered

We offer a range of solutions to help make your trade activity smoother, safer and more efficient. These include recognised instruments to ensure contracts are properly fulfilled and that you are paid. We also offer structured finance solutions to help bridge any cash flow gaps when trading.

  • Trade Loans – manage and submit your trade loan needs electronically, initiate drawdown requests efficiently
  • Bonds & Guarantees and Standby Letters of Credit – initiate, amend and administer all your Guarantees and Standby Letters of Credit using one online interface for greater efficiency

Solutions coming soon

  • Import Letters of Credit (ILCs) – initiate ILC applications quickly and accurately using pre-filled templates; submit applications to the bank electronically
  • Export Letters of Credit (ELCs) – manage the entire process more time-efficiently; receive email alerts prompting you to log into MaxTrad to obtain copies of ELCs once they have been advised by the bank
  • Import Collections – streamline the way you manage Documentary Collection transactions; check shipment statuses in real time; use online document preview and settlement features

Customer portal forms

Customer onboarding form – All Products (except Import Collections)

Customer amendment form – All Product amendments (except Import Collections)

Customer onboarding form with PoA – Import Collections

Customer amendment form with PoA – Import Collections

Customer portal guides

If you have any questions relating to the Trade Finance Portal, please refer to our Frequently Asked Questions.

Something else we can help you with?