Companies' Court demonstrates robust approach to the examination of twilight trusts (case of Sendo International Ltd (in administration) [2006] EWHC 2935 (Ch))   

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Summary

 

A company manufactured and distributed mobile phones. The company became insolvent and went into administration.  Two separate trust deeds were set up prior to administrators being appointed.  Administrators applied for directions as to whether they could distribute funds to the creditors listed on the two schedules attached to the trust deeds in the way that was provided for in a draft protocol.

 

Facts

 

Sendo International Ltd (Sendo) and other companies in the group were involved in the manufacturing and distribution of mobile phones.  Sendo was a company incorporated under the laws of the Cayman Islands but it was registered as a foreign company and had its centre of main interests in England.  Sendo and the other companies in the group had a major supplier in Celestica Ltd and other companies in the Celestica group. Sendo relied heavily on the financial support of Celestica Ltd and the Celestica group of companies.  Celestica Limited was a secured creditor of Sendo.  By the time that administration orders were made, Sendo owed Celestica Ltd US$220million.  This far exceeded the value of the security available to Celestica Ltd to meet this liability. 

 

On 13 May 2005, Celestica Ltd withdrew further credit from Sendo and the other companies in the group.  However, as a result of negotiations between Sendo and Celestica Ltd, arrangements were made to enable Sendo to continue trading in order to facilitate a sale of the Sendo group businesses.  As part of the arrangements Celestica Ltd confirmed in a letter dated 25 May 2005 that money which would otherwise have fallen under its security could instead be applied to meet the liabilities arising from and after the 13 May.  By a further letter dated 25 May 2005, it was agreed that up to US£1million from the sale of the Sendo group businesses was to be transferred to meet any shortfall in funds available to meet those liabilities. 

 

Following on from the two letters of 25 May 2005, a deed of trust was executed on 27 May 2005, which was stated as having effect with respect to liabilities incurred between 13 May 2005 and the presentation of an application for an administration order which turned out to be 20 June 2005 (Trust 1). 

 

Celestica Ltd then agreed to further money being released from its security by a letter dated 24 June 2005.  On 28 June 2005, a second deed of trust was executed which covered liabilities from and after 21 June 2005 until the date immediately before the administration order was made, which in the event was on 29 June 2005 (Trust 2).

 

The administration order followed an application by Sendo. The joint administrators were also appointed as administrators of other companies in the Sendo group. 

 

Soon after the appointment of the administrators, the Sendo business was sold to Motorola and from that sale and other assets, the administrators realised around US$25.3million gross.  At the time of the application for directions, Trust 1 contained a sum of £3,962,659.97 in an account with HSBC and the Trust 2 held £276,289.33 in another account with HSBC. There was a shortfall on both accounts because, even allowing for the additional US$1million, the amounts were going to be insufficient to meet the claims of those persons shown on the schedules as entitled to share in the funds.  The distribution of the funds was provided for in a draft protocol and the relevant part of the protocol provided that, after allowing for reasonable costs, expenses and disbursements, the net funds held on both trusts should be distributed pro rata to the persons listed on the schedules in proportion to the amounts shown against the names of those persons listed in the final column of the schedule. 

 

Two creditors, a Mr Wray (who was listed on both schedules) and HDL International BV (who were listed on the Trust 1 schedule only and who were another major supplier of Sendo), objected to the proposed directions sought by the administrators but both creditors limited their objections to the question of the relevant amount that they were shown to be due in the relevant schedules.

 

The arguments

 

There were no submissions before the court that the trust deeds were ineffective  in themselves.  Celestica Ltd agreed that the further US$1million should be added and dealt with in accordance with the terms of Trust 1. 

 

It appears to have been accepted, without any argument, that the purpose of the trusts was to provide a means of enabling Sendo (and other companies in the group) to continue trading after 12 May 2005 notwithstanding that Sendo was insolvent.  This was achieved by Celestica Ltd allowing monies which would otherwise be subject to its security to be applied by Sendo to meet liabilities incurred by the Sendo group businesses (other than to Celestica Ltd or other members of the Celestica group) during the periods covered by the trusts in question through the mechanism of the two trusts.  The aim was to ensure that sufficient monies were released by Celestica Ltd and placed into the relevant trust account by Sendo to enable liabilities incurred in the relevant period to be fully covered. This would enable monies paid into the trust funds to be available in a straightforward way for those creditors on the schedules rather than being available for Sendo’s general body of creditors.

 

Mr Wray’s argument was that he should have been shown as a creditor in the schedules for a sum of £40,985.71, as opposed to the figure shown of £24,307.42.

 

HDL International BV maintained that it should be shown as a creditor in an overall amount of £594,276.94 rather than the figure shown of £50,045.82.  HDL International BV submitted that payments made to it by Sendo after 12 May 2005, but before the Trust 1 fund was established, in satisfaction of liabilities it maintained it accrued before 13 May 2005, had been wrongly taken into account.  It further submitted that the amount set out in the schedule failed to reflect accurately the invoices relating to the relevant period. 

 

In summary, counsel for HDL International BV submitted that the size of the relevant share of each creditor had to be determined by an objective determination during the period covered by the relevant trust deed and not simply by looking at the schedules which should be just a starting point.  The submission by counsel for the administrators was that the size of the relevant share was to be treated as fixed by the relevant schedule upon which the name of the creditor appeared together, in the last column of the schedule, with the amount of the creditor’s claim (subject possibly only to manifest errors appearing from the face of the schedule). 

 

The administrators further submitted that the terms of the two trust deeds were clear and that, in the interests of economy, Sendo, acting by them, should be free without further ado to distribute the funds to the creditors listed on the two schedules pari passu in accordance with the amounts as listed on in the relevant schedules.

 

The decision

 

Blackburne J stated that the only question which had arisen concerned how the size was to be fixed of each affected creditor’s share in the monies standing to the credit of the relevant trust account. 

 

Blackburne J held that the answer to the question had to turn on the true construction of the relevant trust deed.  He focused upon the relevant definitions and clauses of the trust deeds (taken together as Trust 2 was drafted directly from Trust 1).  Blackburne J held that although the trust deeds were not “entirely happily worded” he did feel that the trust deed and the schedule fixed the identity of those entitled to share and the amounts of their shares.  He did not accept the submission of counsel for HDL International BV that there was a need to introduce an objectivity test in addition to the wording of the trust deed.  An estoppel argument was also raised on behalf of HDL International BV but Blackburne J held that even if the facts established a basis for this, it would only relate to the conscience of Sendo and it could not give rise to any equity affecting the trust funds to which the creditor beneficiaries were entitled under the terms of the trust deed.

 

Accordingly, Blackburne J made a direction that the two trust funds be distributed in accordance with the draft protocol.

 

Implications for insolvency practitioners

 

  • This case illustrates a robust approach by the court to the examination of pre-insolvency trust deeds.
  • In this particular case, the main supplier and creditor was prepared to work with Sendo to assist it to continue trading pending a sale of the business and there was time for the arrangements and trust deeds to be put into place before Sendo made its application for an administration order.  This is to be contrasted with the very short period of time before administrators were appointed in the Farepak case (see news item dated 29 March 2007). 
  • It is noteworthy that there appears to have been no submission about whether or not the trust deeds were effective and, unlike in the Farepak case, no submissions were made as to whether there was a preference issue in so far as some of the creditors within the schedules were in a worse position than others.

 

For more information on this topic, please contact Paul Rippon or Mike Pavitt of Blake Lapthorn’ Insolvency and Business Recovery team.