Letter of Credit

A letter of credit is a bank undertaking to honor a complying documentary presentation under the credit's stated terms.

A letter of credit (LC), also called a documentary credit, is a bank’s undertaking to pay, accept, or negotiate in favor of a beneficiary when the beneficiary makes a complying presentation under the credit’s terms. The bank examines the required documents, not the physical goods or services. Payment can therefore be refused for documentary discrepancies even when goods were shipped, while a complying presentation can require honor despite a separate commercial dispute.

Key Takeaways

  • The applicant asks the issuing bank to issue the credit, but the bank’s undertaking runs to the beneficiary under the issued credit.
  • A commercial letter of credit is normally a primary payment mechanism; a standby letter of credit is generally intended as backup support.
  • Banks determine compliance from the documents specified in the credit, not by inspecting the goods.
  • The sales contract and the letter of credit are separate instruments. Their descriptions, dates, and documentary requirements must still be coordinated before issuance.
  • A letter of credit reduces some buyer-payment risk but introduces issuing-bank, country, document, fraud, timing, fee, and operational risks.
  • UCP 600 applies only when the credit expressly indicates that it is subject to those rules.

Main Parties and Bank Roles

PartyRole in a typical commercial LC
ApplicantUsually the buyer or importer that requests issuance and agrees to reimburse the issuing bank
BeneficiaryUsually the seller or exporter entitled to present documents and draw under the credit
Issuing bankIssues the credit and undertakes to honor a complying presentation under its terms
Advising bankAdvises the credit and checks its apparent authenticity without automatically adding a payment undertaking
Nominated bankBank with which the credit is available, or a bank authorized to act as stated in the credit
Confirming bankAdds its own undertaking when authorized or requested and when it agrees to confirm

A bank can perform more than one role, but the role must be proved by the issued credit, authenticated message, advice, confirmation, or other bank record. A beneficiary-side bank is not automatically a confirming bank merely because it receives documents.

How a Letter of Credit Works

    flowchart LR
	    A["Buyer and seller agree contract"] --> B["Applicant requests LC"]
	    B --> C["Issuing bank issues LC"]
	    C --> D["Advising bank advises beneficiary"]
	    D --> E["Beneficiary ships or performs"]
	    E --> F["Beneficiary presents required documents"]
	    F --> G{"Complying presentation?"}
	    G -->|"Yes"| H["Bank honors or negotiates as stated"]
	    G -->|"No"| I["Discrepancy notice, correction, or possible waiver"]
	    H --> J["Applicant reimburses issuing bank"]

The diagram is illustrative. Confirmation, deferred payment, reimbursement banks, document routing, financing, and sanctions review can add steps. The operative credit and incorporated rules control.

Documents, Not Goods

The independence principle separates the credit from the underlying sale. Under UCP 600, banks deal with documents rather than the goods, services, or performance to which those documents relate. This has two practical effects:

  1. The beneficiary must prepare the documentary presentation to match the credit, even if the buyer knows the shipment is acceptable.
  2. The applicant must use the sales contract, inspection rights, insurance, and other remedies to address product quality; the LC is not a bank inspection of the merchandise.

Common required documents can include a commercial invoice, transport document, packing list, insurance document, certificate of origin, or inspection certificate. There is no universal document package. Every required document adds information but also creates another opportunity for conflict, lateness, ambiguity, or fraud.

Availability and Common Structures

StructureWhat it changesImportant distinction
Sight paymentPayment is due when a complying presentation is honored at sight“At sight” does not mean before document examination
Deferred paymentBank incurs an undertaking payable at a stated future maturityBeneficiary may still face timing and financing risk
AcceptanceBank accepts a qualifying draft and pays at maturityDraft and maturity terms must match the credit
NegotiationA nominated bank purchases drafts or documents under the stated termsNomination alone does not always obligate a bank to negotiate
Confirmed creditAnother bank adds its own undertakingAdvising without confirmation adds no equivalent undertaking
Transferable creditPermits availability to one or more second beneficiaries under the rules and creditThe credit must specifically state that it is transferable
Back-to-back creditsUses one credit to support issuance of a separate creditEach credit has its own issuer, beneficiary, terms, and presentation risk
Standby letter of creditSupports payment or performance if the applicant failsUsually a secondary remedy rather than the ordinary payment route

Worked Example: Complying and Discrepant Presentations

Assume an importer agrees to buy pump equipment for $250,000. Its bank issues a UCP 600 letter of credit with these simplified terms:

  • latest shipment date: September 30;
  • expiry date: October 15 at the nominated bank;
  • amount: up to $250,000;
  • required documents: signed commercial invoice, clean on-board bill of lading, packing list, and certificate of origin;
  • availability: sight payment with the nominated bank.

The exporter ships on September 28 and presents the required documents on October 3. If the documents appear on their face to comply, the applicable bank follows the credit’s sight-payment process. The bank does not open the containers or test the pumps.

Now assume the commercial invoice and packing list describe 50 pump units, but the certificate of origin describes 48. That conflict can create a discrepancy. The bank may refuse to honor in accordance with the applicable rules and notice process. The issuing bank may seek an applicant waiver, but the exporter should not treat a waiver as automatic or wait for one if correction is still possible before expiry.

The example shows the LC’s central tradeoff: bank payment support is tied to documentary compliance, not a broad conclusion that the seller performed the sales contract perfectly.

Risk Allocation

PerspectiveRisks reducedRisks that remain or increase
BeneficiaryApplicant nonpayment after a complying presentationDocument discrepancy, issuing-bank risk, country or transfer restrictions, fraud review, expiry, and fees
ApplicantPayment is conditioned on the stated documentary presentationBanks do not verify quality or physical conformity; reimbursement and collateral obligations remain
Issuing bankDocumentary conditions and applicant reimbursement agreement structure the exposureApplicant credit, document examination, sanctions, fraud, operational, country, and reimbursement risk
Confirming or nominated bankDefined role and document processIssuing-bank, country, documentary, timing, and role-specific exposure

An LC is not universally safer or cheaper than open-account terms, documentary collection, export credit insurance, or cash in advance. The appropriate method depends on bargaining power, transaction value, relationship, market risk, document availability, financing needs, and cost.

How to Review an LC Before Issuance

  1. Compare the sales contract, pro forma invoice, purchase order, and proposed credit line by line.
  2. Confirm legal names, bank details, currency, amount, tolerance, expiry place, and availability method.
  3. Make shipment, presentation, and expiry dates operationally achievable with a buffer for corrections.
  4. Require only documents that can be produced by a named party in the required form.
  5. Check transport, insurance, Incoterms, partial shipment, transshipment, and document-original requirements.
  6. Identify who pays issuance, advising, confirmation, amendment, discrepancy, reimbursement, and courier charges.
  7. Review issuing-bank and country exposure and decide whether confirmation is requested and available.
  8. Establish sanctions, anti-fraud, authentication, and bank-detail verification procedures.
  9. Preserve every issued credit, amendment, presentation, discrepancy notice, waiver, payment, and reimbursement record.

Common Mistakes

  • Treating the applicant’s application as if it were the issued credit.
  • Shipping before the beneficiary has reviewed workable credit terms.
  • Copying an entire sales contract into documentary conditions that a bank cannot test.
  • Assuming the advising bank has added confirmation.
  • Confusing a documentary collection, where banks generally do not undertake payment, with a letter of credit.
  • Using inconsistent goods descriptions, dates, quantities, ports, or party names across documents.
  • Ignoring expiry place, presentation period, time zone, holidays, and courier delay.
  • Assuming a discrepancy waiver is a contractual right.
  • Treating the LC as protection against defective or fraudulent goods without separate controls.

Official Resources

  • The International Trade Administration’s Letter of Credit overview explains the commercial workflow and document-discrepancy risk for exporters.
  • The International Chamber of Commerce publishes the UCP 600 rules, including issuing-bank undertakings, document examination, discrepancies, confirmation, and transferability.
  • The Office of the Comptroller of the Currency’s Trade Finance and Services handbook discusses trade-finance products and bank risk management.

This article provides general financial education, not legal, banking, sanctions, accounting, or transaction advice. The issued credit, incorporated rules, bank agreements, governing law, and transaction facts control.

FAQs

Is a letter of credit a guarantee that the goods are satisfactory?

No. Banks examine the required documents rather than the physical goods or services. Buyers need separate contract, inspection, insurance, and dispute protections.

Is a documentary credit different from a letter of credit?

The terms commonly refer to the same core trade-finance instrument. “Documentary” emphasizes that payment or honor depends on presenting the documents required by the credit.

Does an advising bank promise to pay the beneficiary?

Not merely by advising the credit. A bank adds a separate payment undertaking only when it acts as confirming bank or otherwise assumes an obligation under the credit.
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