CITM4340 - Alternative Finance Arrangements: Modifying the CITR rules to accommodate AFAs

FA05/s47 arrangements

Where an arrangement falls within FA05/s47, the following table shows how the CITR rules are modified to equate aspects of conventional loans with those of FA05/s47 arrangements.


Conventional LoanFA05/s47 arrangement
Amount of loanPurchase price of the asset transferred between the parties

Loan being drawn down over a period of time

Transfer of an asset in instalments

Date a loan is first drawn down


Date of the first instalment payment for an asset

Amount drawn downValue of instalment payments transferred

Repayment of loan capital

(for the purposes of calculating the amount of capital outstanding on the ‘loan’)

Each payment of the sale price (less any amount of alternative finance return included in the payment)
Beneficial owner of the loanPerson beneficially entitled to payment of the sale price

Disposal of all or part of a loanDisposal of the right to receive all or part of the sale price


The CITR rules are also modified such that the transfer of an asset between a CDFI and one of its investors under a FA05/s47 arrangement that is treated as a qualifying investment is not caught a receipt of value ( CITM7110).