Transaction Services Case study TUI Travel Plc SEPA Direct Debits Scheme provides centralisation efficiency in collections UK based TUI Travel Plc is one of the world’s leading leisure travel companies, employing approximately 53,000 people and operating in 31 key source markets worldwide. Its business is grouped into four sectors, Mainstream, Accommodation & Destinations, Specialist & Activity and Emerging Markets. The Accommodation & Destinations (A&D) sector has a Finance Service Centre (FSC) providing back office services based in Mallorca, Spain. The FSC trades with over 24,000 customers and 25,000 suppliers in over 80 countries. Citi has provided TUI Travel A&D with various cash management services since 2007. The challenge The FSC of TUI Travel A&D (Tui Travel) wanted to rationalise its banking relationships globally and fully automate its treasury and ERP integration in order to standardise internal processes and improve working capital liquidity. Firstly, Tui Travel wanted to use a consistent market standard infrastructure to make payments to over 80 countries and automatically fund them through its liquidity structure. With Citi’s support this was achieved and went live in 2011. Tui Travel started exploring other areas that could provide further efficiency gains, subsequently attention turned to collections. The challenge here was that the company had fragmented direct debits for collection into local currency accounts in each market - this needed to be made more efficient to save time, money and enhance transparency. The solution TUI Travel opted for the SEPA Direct Debit Business to Business (DD B2B) Scheme using CitiConnect for File SAP iDOC file format with a collection account held in London. This went live in February 2012. The collections are made into the Spanish entity account in London which is linked to the company’s centralised liquidity structure. TUI Travel chose this scheme because of its ability to manage customer disputes. The scheme states that debtors can claim back funds collected up to 13 months if done without a mandate and that debtors have no entitlement to a refund of an authorised transaction. Project teams from Citi Implementations and TUI Travel worked closely together to ensure that the technical requirements for SEPA Direct Debits were followed, legal aspects were covered and that there was a shared understanding of the technical and business imperatives. During implementation, Citi’s robust algorithm process in the UK enabled TUI Travel to generate their unique creditor ID (CSID) with a 48 hour turnaround. A CSID is a collector identification number required in a SEPA Direct Debit scheme. It is determined on a legal entity basis, regardless of the the account location or where it is generated. This provided a huge time saving for TUI Travel. The result With the successful implementation of this centralised SEPA Direct Debit transaction, TUI Travel now benefits from: • Scalability: centralisation enables the creation of shared service centre or central treasury operations by being able to reach across the SEPA region (32 countries). This enables TUI Travel to achieve banking relationship rationalisation and further centralisation of account structures. Transaction Services • Predictable collection: of crossborder invoices enables TUI Travel to collect from business and consumer customers across the European economic area. • Harmonised standards: standardised mandates, file formats, value dating and processes for all 32 countries increases efficiency. Use of BIC and IBAN for debtor bank/account is mandatory. • Single legal framework: SEPA Direct Debit is regulated by a single institution, the European Payments Council, setting similar rules in every SEPA country reducing the legal complexities. SEPA Direct Debit is another step forward towards treasury efficiency. Indeed, with this framework in place, there are now plenty of opportunities for TUI Travel to further enhance its treasury management. This case study was featured in the European Payments Council newsletter, October 2012. Citi Transaction Services transactionservices.citi.com © 2012 Citibank, N.A. All rights reserved. Citi and Arc Design is a service mark of Citigroup Inc., used and registered throughout the world. The information and materials contained in these pages, and the terms, conditions, and descriptions that appear, are subject to change. Not all products and services are available in all geographic areas. Your eligibility for particular products and services is subject to final determination by Citi and/or its affiliates. Any unauthorised use, duplication or disclosure is prohibited by law and may result in prosecution. Citibank, N.A. is incorporated with limited liability under the National Bank Act of the U.S.A. and has its head office at 399 Park Avenue, New York, NY 10043, U.S.A. Citibank, N.A. London branch is registered in the U.K. at Citigroup Centre, Canada Square, Canary Wharf, London E14 5LB under No.BR001018 and is authorised and regulated by the Financial Services Authority. VAT No. GB 429 6256 29. Ultimately owned by Citi Inc., New York, U.S.A. GRA23540 11/12