PART II SPECIFIED ACTIVITIES

F2Chapter 14ARegulated Credit Agreements

Annotations:
Amendments (Textual)
F2

Pt. II Ch. 14A, 14B inserted (26.7.2013 for specified purposes, 1.4.2014 in so far as not already in force) by The Financial Services and Markets Act 2000 (Regulated Activities) (Amendment) (No.2) Order 2013 (S.I. 2013/1881), art. 1(2)(6), 6

The activities

Exempt agreements: exemptions relating to the nature of the agreement60C

1

A credit agreement is an exempt agreement for the purposes of this Chapter in the following cases.

F52

A credit agreement is an exempt agreement if it is a regulated mortgage contract or F4a regulated home purchase planF4if it is of a type described in article 61A(1) or (2) (mortgage contracts which are not regulated mortgage contracts).

F52

A credit agreement is an exempt agreement if—

a

by entering into the agreement as lender, a person is or was carrying on an activity of a kind specified by article 61(1) (entering into regulated mortgage contracts); F6or

b

by entering into the agreement as home purchase provider, a person is or was carrying on an activity of a kind specified by article 63F(1) (entering into regulated home purchase plans) F7; or

c

in the case of an agreement entered into before 31st October 2004, by administering the agreement on 21st March 2016 a person is carrying on an activity of a kind specified by article 61(2) (administering regulated mortgage contracts).

3

A credit agreement is an exempt agreement if—

a

the lender provides the borrower with credit exceeding £25,000, and

b

the agreement is entered into by the borrower wholly or predominantly for the purposes of a business carried on, or intended to be carried on, by the borrower.

4

A credit agreement is an exempt agreement if—

a

the lender provides the borrower with credit of £25,000 or less,

b

the agreement is entered into by the borrower wholly for the purposes of a business carried on, or intended to be carried on, by the borrower, and

F3c

the agreement is a green deal plan (within the meaning of section 1 of the Energy Act 2011).

F3c

the agreement is a green deal plan made in relation to a property that is not a domestic property (as defined by article 60LB).

C4C1C5C6C2C3C7C8C9C105

For the purposes of paragraph (3), if an agreement includes a declaration which—

a

is made by the borrower,

b

provides that the agreement is entered into by the borrower wholly or predominantly for the purposes of a business carried on, or intended to be carried on, by the borrower, and

c

complies with rules made by the FCA for the purpose of this article,

the agreement is to be presumed to have been entered into by the borrower wholly or predominantly for the purposes specified in sub-paragraph (b) unless paragraph (6) applies.

C4C1C5C6C2C3C7C8C9C106

This paragraph applies if, when the agreement is entered into—

a

the lender (or, if there is more than one lender, any of the lenders), or

b

any person who has acted on behalf of the lender (or, if there is more than one lender, any of the lenders) in connection with the entering into of the agreement,

knows or has reasonable cause to suspect that the agreement is not entered into by the borrower wholly or predominantly for the purposes of a business carried on, or intended to be carried on, by the borrower.

7

Paragraphs (5) and (6) also apply for the purposes of paragraph (4) but with the omission of the words “or predominantly”.

8

A credit agreement is an exempt agreement if it is made in connection with trade in goods or services—

a

between the United Kingdom and a country outside the United Kingdom,

b

within a country F1outside the United Kingdom, or

c

between countries outside the United Kingdom, and

the credit is provided to the borrower in the course of a business carried on by the borrower.