We undertake the technical and financial examination of loan agreements, loan account statements and financial records, with the aim of providing a well-substantiated assessment of the claims and obligations of each party. By way of example, a technical expert report may be used in cases involving:
• Objections to payment orders
• Negative declaratory actions
• Negotiations with banks
Our services are provided to lawyers, private individuals, professionals and businesses. They include the preparation of technical and financial expert reports for use in legal proceedings, whether in support of a claim or as part of a technical defence, as well as for out-of-court negotiations with banks or credit servicing companies.
Our approach is based on a detailed examination of banking agreements, loan account transactions, interest rates, charges and the numerical data associated with the development and servicing of the loan. Our reports may include technical commentary on potential discrepancies, unjustified charges or practices requiring further assessment, based on the available financial data and the applicable framework.
Indicative Services
• Preparation of technical and financial expert reports for judicial or out-of-court use
• Review of banking agreements and loan terms
• Review of Swiss franc (CHF) loans
• Analysis of loan account statements and account transactions
• Review of interest rates, charges, interest calculations and other financial costs
• Preparation of schedules and tables containing numerical and financial data
• Technical support for lawyers in banking and financial disputes
• Assessment of loan obligations
• Support in negotiations with banks and credit servicing companies
• Technical documentation in support of debt restructuring or settlement
• Analysis and review of financial information
• Assessment of credit and financial data
• Review and technical assessment of case files and financial documentation
• Technical support in proceedings involving the issuance of and objections to payment orders
• Presentation and support of technical conclusions through expert witness testimony before the court