The Engagement Process

After making contact with Trade MAKM®, an appointment will be arranged with a trade Specialist. Typically, this is a 30 minute call. The Specialist will get a clear understanding of your business and your finance requirements. Afterward your requirements will be summarised in an email. Upon confirmation of our understanding the Specialist will ask for documentation to support your application.

Upon receipt of the requested documentation the Specialist will prepare a proposal for the Trade Desk. If the Trade Desk agrees in principal with the finance being sought, they will issue a Revolving Purchase Agreement [RPA] quotation. This is a single page document.

The RPA is a document that is unique to Trade MAKM®. 

A team member will then call you to explain this document in detail. You may then confirm the finance request, submit the online application and begin trading. 

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1

Initial Call

30 minute call with a Trade Specialist

2

Summary of Requirements Email

We email you a Summary of Requirements confirmation

3

Confirmation of Understanding

You confirm that this is correct. 

4

Supporting Documents

You supply the supporting documentation for your application.

5

Trade Desk Review

Trade Desk reviews the proposal.

6

6. RPA/Term Sheet issued

RPA [Revolving Purchase Agreement], single page term sheet document is issued for your consideration.

7

RPA Review Call

We call you to go through the RPA in detail. We guide you through the RPA and answer any questions you may have.

8

Confirmation of Your Approval

You confirm that you agree with the terms and want to proceed.

9

Submit the Online Application

You submit the online application. 

10

Begin Trading

You begin to trade.