Assignee
Assignee is an estate-administration, creditor-claims and statutory-reporting platform for licensed insolvency practitioners.
About this template
Overview
Assignee is an estate-administration, creditor-claims and statutory-reporting platform for licensed insolvency practitioners. It tracks open estates across company liquidations, administrations, receiverships and personal bankruptcies, manages proofs of debt adjudication, and handles all compliance and distributions to the penny.
What you get
- Proofs of Debt ledger with claim number, creditor reference, amount claimed, ranking asserted and adjudicated, basis with supporting documents, retention of title, set-off (gross and net), adjudication decision with reason, appeal window, and flags for late claim, connected party, missing documents, duplicate and ranking disputes
- Estate register showing procedure, appointing authority, office-holder, statutory period end and extensions, and estimated outcome per class in pence in the pound
- Statement of affairs comparing book value against estimated realisable value with deficiency account reconciliation
- Asset realisations log with valuer's basis, marketing period, offers received (with connected parties flagged), sale price against valuation, and encumbrances discharged
- Estate account as monthly running cash book with reconciliation and prescribed Receipts and Payments Account
- Distributions workflow with notice of intended dividend, proof deadline, prescribed part calculation and dividend rate in pence in the pound
- Investigations register tracking transactions at undervalue, preferences, wrongful and fraudulent trading with relevant time period and recoveries banked
- Statutory compliance diary listing every obligation with its rule, due date and days early or late
- Time costs and remuneration by grade and category against approved basis with fee estimate compared to actual
- Creditor portal for proof submission, viewing adjudicated ranking and reduction reasons, reading circulars, voting in decision procedures by correspondence, and viewing creditors' committee minutes
The signature screen
The Proofs of Debt ledger presents every claim as a dense row carrying the claim number, creditor reference, amount claimed, ranking asserted against ranking adjudicated (fixed charge, expenses, ordinary preferential, secondary preferential, prescribed part, floating charge, unsecured, statutory interest, subordinated, member), basis with supporting documents, retention of title and whether made good, set-off applied gross and net, adjudication decision with stated reason, appeal window, and hard flags for late claim, connected party, no supporting documents, duplicate and ranking disputed. The interface is drawn as an official statutory-notice broadsheet in the idiom of The London Gazette and the Victorian law-stationer's form—cold grey newsprint, justified multi-column setting under hairline column rules, engraved small-caps headings, a three-line drop cap, ruled tabular schedules with double rules under totals, and a fine engraved wax-seal roundel for sealed and adjudicated states.
Who it's for
Licensed insolvency practitioners administering multiple open estates, their office partners, and the creditors seeking to view their proofs, track their ranking, and participate in decision procedures.
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