This section guides you through setting up the NCR Form 39, a required report for the South African Regulator.

Overview

Currently, the only report available in this section is the Form 39. You'll need to complete a one-time setup for this document within MAXMONEY.

To access the setup, navigate to Setup > Reporting > NCR Form 39. Security permissions are available for this menu item.

General Settings

Here, you'll enter the contact information for the person responsible for completing and verifying your NCR reports.

• Name/Designation of the person who completed this form: Enter the full name of the individual in your company responsible for these reports.

• E-mail Address: Provide the email address of the person mentioned above.

• Contact Number: Enter the contact phone number for the person mentioned above.

Financial Settings

This section allows you to define specific financial parameters for the report.

• Credit Loss Provision: Indicate the percentage for your credit loss provision.

• Add Non-Loan Debt and Change: Select this option if non-loan debt and any changes should be included in the NCR Form 39 report.

• Non-Loan Debt and Change Section: If you chose to include non-loan debt and change, specify the section within the NCR Form 39 report where this information should appear.

Sections to Generate

You can choose which sections of the NCR Form 39 report the system should automatically generate. Select the checkbox next to each section you wish to include.

• Section 1 and 2: Summary of All Credit Agreements: Select this checkbox if these sections should be generated.

• Section 3 and 4: Mortgage Agreements: Select this checkbox if these sections should be generated.

• Section 7 and 8: Unsecured Credit Transactions: Select this checkbox if these sections should be generated.

• Section 9 and 10: Short Term Credit Transactions: Select this checkbox if these sections should be generated.

• Section 11 and 12: Other Credit Transactions: Select this checkbox if these sections should be generated.

• Section 13 and 14: Developmental Credit: Select this checkbox if these sections should be generated.

• Section 18: Pricing: Select this checkbox if this section should be generated.

• Declaration: Select this checkbox if this section should be generated.

Action Buttons

• Cancel-button: Clicking this button will discard any new information or changes you have made.

• Save-button: Clicking this button will save all the information and changes you have entered.