Cross-border insolvency
Cross-border insolvency regulates the treatment of financially distressed debtors where such debtors have assets or creditors in more than one country. Typically, cross-border insolvency is more concerned with the insolvency of companies that operate in more than one country rather than bankruptcy of individuals. Like traditional conflict of laws rules, cross-border insolvency focuses upon three areas: choice of law rules, jurisdiction rules and enforcement of judgment rules. However, in relation to insolvency, the principal focus tends to be the recognition of foreign insolvency officials and their powers.
Theories of cross-border insolvency
There are, broadly, three approaches to the administration of cross-border insolvency:- The territorial approach, whereby each country exercises its own domestic insolvency laws in relation to all the debtor's property and all of the creditors located within its jurisdiction. This approach does not recognise any extraterritorial dimension to insolvency law.
- The universalist approach, whereby any cross-border insolvencies are administered pursuant to a single global insolvency regime, and all of the debtor's assets are distributed by a single insolvency office holder, regardless where the assets or claimants are located.
- Hybrid approach. A number of hybrid approaches exist in theory or practice, including:
- * Modified universalism, whereby individual countries seek to identify the most relevant jurisdiction in which to conduct the proceedings, and all other states cooperate with and facilitate such proceedings ; or
- * Co-operative territorialism, which is broadly predicated on territorialist approach supplemented by multi-lateral conventions.
Development
Historically, most legal systems have developed on a territorial basis, and this is as true in relation to bankruptcy laws as other areas. However, from an early stage there have been piecemeal attempts to develop cross-border cooperation in insolvency matters.- In 1889 seven treaties were signed in Montevideo with the aim to harmonising private international law in the signatory states, one of which related to the regulation of bankruptcies between member states. The treaty was updated in 1930, and broadly provided for a system more closer to territorialism than universality, providing for multiple bankruptcy administrations in different states for multinational companies.
- In 1933 Denmark, Finland, Iceland, Norway and Sweden signed into law the Nordic Bankruptcy Convention which, although not a lengthy document, is still in force today and facilitates administration of cross border bankruptcies in the Scandinavia region.
- In the 1980s the International Bar Association published a model law, the Model International Insolvency Co-operation Act, but ultimately this model was not adopted by any country and the attempt was unsuccessful.
However, the first significant developments in relation to cross-border insolvency regimes which were widely adopted were the UNCITRAL Model Law, and the EC Regulation on Insolvency Proceedings 2000.
Modern regimes
Two current regimes for international insolvencies have been implemented on something wider than a regional basis: the UNCITRAL Model Law on Cross-Border Insolvency, and the EC Regulation on Insolvency Proceedings 2000. Both regimes locate the centre of main interest of the debtor.The UNCITRAL Model Law
The United Nations Commission on International Trade Law adopted a model law relating to cross-border insolvency on 30 June 1997. At present 46 jurisdictions have substantially implemented the Model Law into their domestic legislation, including a number of states with both significant economies and large volumes of cross border trade—such as the United States, Japan, the United Kingdom, Australia and Canada, as well as leading emerging economies such as Mexico and South Africa.The basic concept of the Model Law is to establish what the "main proceedings" are in relation to any international insolvency. All other proceedings are referred to as the "non-main proceedings". The main proceedings are commenced where the debtor has its centre of main interest, or "COMI". Non-main proceedings may be commenced in any place where the debtor has a commercial establishment. The Model Law does not require reciprocity between states, but focuses upon ensuring that states give assistance to insolvency officials from other countries in relation to main proceedings and non-main proceedings, and eliminating preferences for local creditors over international ones.
The following countries have substantially implemented the Model Law into their domestic legislation.
State | Date of Ratification | State | Date of Ratification |
2008 | 2015 | ||
2003 | 2015 | ||
2015 | 2005 | ||
2015 | 2015 | ||
2013 | 2006 | ||
2015 | 2015 | ||
2015 | 2015 | ||
2015 | 2015 | ||
2014 | 2010 | ||
2015 | 2015 | ||
2018 | 2000 | ||
2015 | 2015 | ||
2015 | 2009 | ||
2000 | 2002 | ||
2006 | 2015 | ||
2010 | 2003 | ||
2006 | 2002 | ||
2015 | 2004 | ||
2013 | 2017 | ||
2007 | 2000 | ||
2015 | 2011 | ||
2006 | 2005 | ||
2013 |
EC Regulation on Insolvency Proceedings 2000
The EC Regulation on Insolvency Proceedings 2000 was passed on 29 May 2000 and came into effect on 31 May 2002. The EC Regulation, as its name applies, operates between member states of the European Union, and focuses upon creating a framework for the commencement of proceedings and for the automatic recognition and co-operation between the different member states. Unusually for a European regulation, the EC Insolvency Regulation does not seek to harmonise insolvency laws between the different member states.Like the UNCITRAL Model Law, the EC Regulation also employs the concept of a centre of main interest. The definition of the COMI is left to member states in their implementation of the Regulation, but paragraph of the preamble states: 'The "centre of main interests" should correspond to the place where the debtor conducts the administration of his interests on a regular basis and is therefore ascertainable by third parties.' If the COMI of an entity is outside of the European Union then the insolvency proceedings are not subject to the Regulation. In relation to companies there is a presumption that the registered office is the COMI of the company, but this presumption can be rebutted.
The EU Regulation does not define insolvency, but it does define insolvency proceedings as "...collective insolvency proceedings which entail the partial or total divestment of a debtor and the appointment of a liquidator." Article 3 divides proceedings into main proceedings and territorial proceedings. Main proceedings are accorded extraterritorial effect throughout the European Union. One of the concerns expressed in relation to the EC Regulation is that it provides no mechanism for determining which set of proceedings are the main proceedings if two or more jurisdictions claim their proceedings are the main proceedings.
Areas of conflict
In any attempt to harmonise or facilitate cross-border administration of insolvent companies, national insolvency regimes can take widely divergent approaches on certain key points:- Secured creditors. Whether or not bankruptcy proceedings operate as a stay upon the enforcement of secured creditor's rights as a fundamental determinant in relation to the manner of conduct of any proceedings
- Corporate rehabilitation regimes. Bankruptcy systems predicated on trying to rehabilitate companies are fundamentally different in intent and effect to winding-up regimes that seeks to liquidate companies and distribute the proceeds to creditors.
- Set-off rights. Whilst certain countries allow creditors who have mutual claims with the debtor to set-off those claims in full, others require the creditors to pay any sums owed to the debtor in full before claiming in the proceedings. Within jurisdictions that do permit set-off, variations may arise as to whether set-off must be on an individual or group basis.