InterAmTM Database

 

National Law Center for Inter-American Free Trade

 

LEX MUNDI

 

A LAWYER’S GUIDE TO ECUADOR

 

Prepared by:

 

PEREZ, BUSTAMANTE Y PEREZ

Quito, Ecuador

 

The information contained in this publication is given by way of general reference only and is not to be relied upon. No responsibility will be accepted by the authors or publishers for any inaccuracy or omission or statement which might prove to be misleading. You are advised to seek your own professional advice before proceeding to invest or do business in Ecuador.

TABLE OF CONTENTS

I. THE COUNTRY AT A GLANCE

A. General

B. Geography

C. Economic Indicators

II. GENERAL CONSIDERATIONS

A. Political System

B. Legal System

C. Economic System

D. Court System

E. Financial System

F. Culture

III. INVESTMENT FRAMEWORK

A. General

B. Repatriation of Capital and Remittance of Profits Abroad

C. Reinvestments

D. Foreign Investment Restrictions

IV. SENSITIVE AREAS

V. DIRECT SALES

VI. EXPORTS

VII. REPRESENTATIVES - DISTRIBUTORS

VIII. INTELLECTUAL PROPERTY - LICENSING

A. Copyrights

B. Patents and Trademarks

C. Transfer of Technology and Licensing

D. Antitrust

IX. DIRECT INVESTMENT

X. PURCHASE BY FOREIGN CORPORATIONS OF BUSINESS IN ECUADOR

XI. BRANCHES

XII. INCORPORATION

XIII. EXCHANGE CONTROLS

XV. LABOR

A. Legal Framework

B. Limitations of Foreigners

C. Special Rules

D. Termination of Labor Contracts

XVI. DISSOLUTION

A. Insolvency and Bankruptcy

B. Capital, Debts, and Dissolution of a Company

XVII. INTERNATIONAL RELATIONSHIPS

XVIII. DISPUTE RESOLUTION

A. Arbitration Practice

APPENDIX - Government Offices & Financial/Commercial Institutions

I. THE COUNTRY AT A GLANCE

A. General

Official Name: Republic of Ecuador

Area: 275,800 square kilometers, approximately

Population: 11 million, approximately, 57% of whom live in urban areas. 35% of the population is estimated to be economically active.

Density: 37 inhabitants per square kilometer

Languages: Spanish. Some indigenous minorities speak Quichua and other native tongues.

Capital City: Quito, 1.2 million inhabitants. Other important cities are: Guayaquil, 1.6 million inhabitants; Cuenca, 300,000; Machala and Portoviejo, 150,000 each; Ambato, Santo Domingo, and Esmeraldas, 130,000; Manta, 90,000; Loja and Milagro, 60,000 each.

Monetary Unit: Sucre. One sucre is equivalent to US $0.0012.

Time zone: GMT-5; except for Galápagos Islands that are at GMT-6.

B. Geography

Ecuador is located in northwestern South America. The Equator crosses the country a few kilometers north from the capital city of Quito. The Andes mountain range divides its territory from north to south into three main regions with different climates that allow for varied agricultural and fishing production.

Products from the Coastal region are mainly destined for exportation. Traditional products are bananas, cocoa beans, and coffee, as well as cattle breeding. In the past years, shrimp culture has attained the second place among the country's exports.

The Colon Archipelago (Galápagos Islands), 1,000 kms. (600 nautical miles) from the mainland, has special attraction for tourism.

Products of the highlands (Sierra) of great nutritional variety, including dairy cattle, meet the country's domestic demand and reach border markets at Colombia and Peru. Some specialized products, such as flowers, asparagus, tamarillo, snow peas, and others are now exported to Europe and the United States.

The main product of the Eastern (Amazon) Region is oil; it makes up 45% of Ecuador's exports, approximately.

Ocean transportation facilities are available to reach ports in Europe, North America, Japan, etc. Guayaquil, Manta, Puerto Bolívar, and Esmeraldas are the major Ecuadorean seaports.

The largest cities have modern airports furnished with equipment and facilities to render good service to domestic and international air traffic. A paved road network joins the major cities.

Ecuador's economically active population is divided into the following areas: agriculture, hunting, and fishing, 11.3%; household work, 8.77%; trade, restaurants, and hotels, 3.79%; manufactured industries, 3.71%; construction, 2.71%; transportation and communications, 1.76%; others represent less than 1%.

C. Economic Indicators

G.D.P (1988): US $7,212,640,000.

Per capita income: US $1,000.

Internal taxes (collected in 1989): 827,994,100,000 sucres, equivalent to approximately US $1,533,322,000.

Annual inflation rate (1989): 64%, estimated.

External debt: US $11,000 million.

Exports (FOB 1989): US $2,353,881,000.

Imports (FOB 1989): US $1,702,996,000.

Net international monetary reserve (as of July 1990): US $159,000,000.

II. GENERAL CONSIDERATIONS

A. Political System

1. Constitutional System

Ecuador is a unitary State with a republican government. The current Political Constitution of Ecuador was approved by the people at the 1978 referendum (Official Gazette No. 800 of March 27, 1979). The 1983 Congress amended the Constitution. Subsequently, a codification was promulgated containing the text that is currently in force (Official Gazette No. 763 of June 12, 1984). The Republic of Ecuador has had seventeen constitutional texts since it became an independent country in 1830.

2. Territorial Division

The territory of the Republic is divided into provinces, counties, and parishes. At present, there are 20 provinces, one of which is the Colon Archipelago (Galápagos Islands) (1978 Polit. Const., Art. 117; Law on Territorial Division. Official Gazette No. 350 of April 22, 1897, supplement to Official Gazette No. 1202 of Aug. 20, 1969. p. 286, and No. 256 of Feb. 28, 1973).

3. State Bodies

The Head of State: The President of the Republic is the Head of State and represents the nation as such.

The Legislative: Legislative power is exercised by the National Congress consisting of twelve representatives elected by national vote, two representatives elected per each province with the exception of those having less than 100,000 inhabitants that elect only one representative, and, in addition, one representative elected per every 300,000 inhabitants or fractions of that number exceeding 200,000.

The Government: The government is exercised by the President of the Republic. He directs the public administration and freely appoints and dismisses Cabinet Ministers, heads of diplomatic missions, governors, high ranking officials of the Armed Forces, and other civil servants. He is in charge of preserving order within the country and of safeguarding the external security of the Republic. The country's foreign policy is determined by him, and he directs international relations, signs treaties and other international conventions, directs the use of the Public Forces when required by security considerations and the public service, and, generally, he exercises the powers granted to him by the Political Constitution and the laws. (1978 Polit. Const., arts. 73 to 91; Law on the Administrative System, suppl. to Official Gazette No. 1202 of Aug. 20, 1969 (1), arts. 5 to 20).

The Tribunal Supremo Electoral (Electoral Court): is in charge of directing, supervising and guaranteeing electoral processes. There are provincial electoral courts and boards in charge of receiving the vote. (1978 Polit. Const., art. 109; Ley de Elecciones, Official Gazette No. 604 of Jan. 15, 1987, arts. 8 and 9).

The Office of the Comptroller General of the State: controls the management of public resources, regulates their accounts, and exercises control over the property of public sector entities. (1978 Polit. Const., art. 113; Charter Law on Financial Administration and Control, Official Gazette No. 453 of March 17, 1983.)

Territorial Authorities: There is a Governor in each province (except in the Province of Pichincha, where the Capital of the Republic, Quito, is located). There is a Political Chief in each county and a Political Lieutenant in each rural parish. A Provincial Council presided over by a Provincial Prefect exists at each provincial capital. Each county forms a municipality. The municipal government is exercised by a Municipal Council. In provincial capitals, the Council is presided by a Mayor. Mayors, Provincial Prefects, Provincial Counsellors and County Councilmen are elected by direct popular vote. (1978 Polit. Const., arts. 119, 12 and 121; Law on the Provincial System. Official Gazette No 112 of Feb. 10, 1969; Law on the Municipal System, Suppl. to Official Gazette No. 331 of Oct. 15, 1971; Law on Administrative System, Suppl. to Official Gazette No. 1202 of Aug. 20, 1969).

B. Legal System

Ecuador's legal system is based on written law. The Political Constitution is the supreme rule, followed in descending order by laws, decree-laws, supreme decrees (which are the laws promulgated by dictators), executive decrees, accords, and resolutions. Laws, including amendments to the Political Constitution, are issued by the National Congress. Decree-laws may be issued by the President of the Republic on economic matters that he can qualify as urgent. Executive decrees are issued by the President of the Republic; accords and resolutions are issued by Cabinet Ministers. Acts of the National Congress that do not create or extinguish rights or that do not modify or interpret the law have the character of accords or resolutions. Municipal and provincial decisions of a general nature are called ordinances. Laws become compulsory only after they have been promulgated by the President of the Republic. The National Congress may ask the President of the Republic to submit to plebiscite the laws that are vetoed by the President, who can also submit to such plebiscite any matters that, in his judgment, have far-reaching importance for the State, such as, for example, amendments to the Political Constitution. (1979 Polit. Const., supra I, arts, 65 to 69, 78, 137 and 143; Law on Administrative System, supra I 3c, arts. 44, 45, and 136; Civil Code, Suppl. to Official Gazette No. 104 of Nov. 20, 1970, art. 5: Law on the Municipal System, supra I 3f. art. 126, Law on Provincial System. supra I 3f, arts, 28 and 54.)

There is no customary law, and custom is not deemed a law except in such cases when the law makes reference to it (C.C. art. 2). Commercial usage may fill any gaps in the laws when the acts constituting it are uniform, public, generally performed in the Republic or in a specific location, and have been repeated for more than ten years. (Comm, C., Suppl. to Official Gazette No. 1202 of Aug. 20, 1969, art. 4).

The Supreme Court meeting in Plenary Session has the power - in the case of contradictory decisions on the same point of law - to set forth an interpretation or decisions to govern future cases, and it is generally obligatory unless the law provides to the contrary. (1978 Polit. Const., art. 102: Charter Law on the Judiciary, art. 14). Legislation is published in the Registro Oficial, or Official Gazette ("R. O.") (Law on Administrative System, art. 136; Civil Code, art. 5). The most interesting court decisions are published in the Gaceta Judicial and in the Fiscal Court Bulletin.

The Civil Code came into force in the Republic on Jan. 1, 1861. In general terms, it follows the Chilean Civil Code that, in turn, is based on the Napoleon Code. The present text, taking into account numerous subsequent amendments, has been published in Suppl. to Official Gazette No. 104 of Nov. 20, 1970. The Civil Code includes a preliminary chapter containing fundamental principles of legislation, and four books, the first dealing with "Persons"; the second with "Things and Ownership, Possession, Use, and Enjoyment"; the third with "Inheritances due to Death, and inter-vivos Donations"; and the fourth, with "General Obligations and Contracts".

The Commercial Code has been in force since Aug. 25, 1906. The 1829 Spanish Commercial Code, much praised and considered superior to the 1885 version, was of great use in drawing up the earlier Ecuadorean Code of 1878. The present text, including numerous amendments, has been published in Suppl. to Official Gazette No. 1202 of Aug. 20, 1960. The Commercial Code governs obligations of traders in their business dealings and also commercial acts and contracts even if performed by non-traders. Traders are those who, having the capacity to contract, make trade their customary profession. Commercial acts are those mentioned in Comm. C., art. 3. par. 1 to 16.

Any person with the capacity to contract in accordance with the provisions of the Civil Code also has the capacity to engage in trade. However, the following may not engage in trade: (1) ecclesiastic corporations, members of religious orders, and the clergy; (2) public officials who are forbidden to engage in trade by the Penal Code, art. 266, with the exceptions established in the same article; and (3) bankrupts who have not been reinstated.

Any person wishing to engage in trade must be registered with the Commercial Registry. Brokers, auctioneers, and ship captains must also be registered. The Commercial Registry is kept by the County Registration Office. The registry is kept in a single folio book, in which the following information is entered: registration number of traders and marketable shares; commercial, industrial and agricultural companies; as well as all other acts listed in Comm. C. art. 30.

Commercial Companies: There are five types of commercial companies, as follows: Partnerships (en nombre colectivo), limited partnership or limited partnership with shares (comandita simple o por acciones), limited liability company (de responsabilidad limitada), marketable share company or corporations (compañía anónima), and companies with mixed private and public participation (economía mixta). These five types of companies are legal entities. The law also recognizes occasional companies (joint account companies) and de facto companies. (Company Law, Official Gazette No. 389 of July 27, 1977, art. 2). There are also insurance, financial, and professional companies governed by special laws.

Commercial Instruments: The Law on Bills of Exchange and Promissory Notes (now a part of the Commercial Code) is based on The Hague Convention of 1912 and on the draft by the Central Executive Council of the Inter-American High Commission of 1916, adopted by the Congress of the Republic of Ecuador on Dec. 5, 1925 with few unimportant amendments (present text: Comm. C., arts. 410 to 489). The Law on Checks enacted on Sept. 13, 1963 has been in force since Oct. 20, 1963. (Official Gazette No. 56 of Sept. 16, 1963; codified text: Official Gazette No. 898 of Sept. 26, 1975).

C. Economic System

The 1978 Polit. Const. contains fundamental principles related to the economy. The organization and operation of the economy should respond to principles of efficiency and social justice to ensure a dignified living for all Ecuadoreans, allowing them equal rights and opportunities concerning production and consumption. Development within a market economy seeks to increase production tending to the well-being and progress of all Ecuadoreans. All kinds of abuse of economic power are prohibited.

The Ecuadorean economy operates through four sectors: (1) the public sector, made up of State-owned enterprises; (2) the mixed-economy sector, made up of privately-owned enterprises in association with public sector entities; (3) the communitarian sector, made up of cooperatives, community enterprises, or similar associations; and (4) the private sector (art. 46).

The State recognizes and guarantees the right of property as long as it fulfills its social function (art. 48).

Confiscation of all kinds is prohibited (art. 47).

Taxes can only be established, modified, or extinguished by a legislative action adopted by the competent agencies (art. 53).

The Consejo Nacional de Desarrollo (National Development Council) with headquarters in Quito, establishes the State's general economic and social policies and prepares development plans approved by the President of the Republic for implementation (1978 Const. arts. 89 to 91).

D. Court System

Constitutional Judiciary: According to the 1978 Constitution, constitutional jurisdiction is essentially under the Court of Constitutional Guarantees, made up of eleven members (art. 140). The following are the Court's responsibilities: to ensure the observance of the Constitution; to make observations regarding decrees, regulations or resolutions infringing the Constitution and the laws; to take cognizance of complaints by any persons regarding violations of the Constitution that attempt against the rights and freedoms guaranteed therein; and to suspend wholly or partially the effects of laws, regulations or resolutions that are unconstitutional in form or spirit (art. 141).

Courts of Law in Civil, Commercial and Labor Matters: Each province has the number of judges of the first instance as determined by the Supreme Court. Judges of the first instance exercise ordinary jurisdiction and hear civil or commercial cases in a first instance as well as contentious and voluntary jurisdictional matters not attributed to another jurisdictional authority.

The following authorities exercise special or exclusive jurisdiction: (1) Labor judges hear and decide on individual disputes arising from labor relations. Collective disputes (strikes and lockouts) are heard by Conciliation and Arbitration Courts composed of five members (vocales). viz. a Labor Inspector or Sub-Inspector, who presides over the court, two members appointed by the employer and two by the workers. Cases are heard in a second and final instance by the Higher Conciliation and Arbitration Court, which is presided over by Director or Assistant Director of Labor. (2) Leasehold judges hear cases on leasehold or letting of real estate within urban boundaries; in this case, provincial judges hear the case in the second instance and the Higher Courts hear the case in the third; (3) Juvenile Courts hear disputes involving minors, assistance to pregnant mothers, voluntary recognition of issue, and adoption. The Higher Juvenile Court is the court of second and final instance.

The Higher Courts, which operate in almost all provincial capitals, consist of one or more Divisions according to the importance of the district. There are three judges in each Division. There is also a Fiscal Attorney (Ministro Fiscal) in each Court.

The Supreme Court of Justice has its seat in the capital of the Republic. It is made up of a President, five Chambers (or "Salas") with three judges justices each, and the Fiscal Attorney (1978 Polit. Const., arts. 98 and 99; Charter Law on the Judiciary, Official Gazette No. 636 of Sept. 11, 1974, arts, 12, 21, 36, 68, 73, 74, 77; Labor Code, Official Gazette No. 650 of Aug. 16, 1978, arts. 468, 481, 553, to 556; Law on Leaseholds, Official Gazette No. 681 of Sept. 28, 1987, art. 39, Code for Minors, Official Gazette No. 107 of June 14, 1976, arts. 243 and 261).

Administrative Judiciary: There is Contentious-Administrative and a Fiscal Court to hear contentious-administrative petitions and contentious-taxation matters, respectively (1978 Polit. Const., arts. 98 and 99; Law on Contentious Administrative Jurisdiction, Official Gazette No. 338 of March 18, 1968, art. 8; Tax Code, Suppl. to Official Gazette No. 958 of Dec. 23, 1975. art. 221).

Prosecutions: Prosecutions are brought in the first instance by an Assistant Attorney (Agente fiscal) - there is one at each Criminal Court and Traffic Court- and by the Fiscal Attorneys (Ministros Fiscales) in the Higher Courts and in the Supreme Court. The Supreme Court and the Higher or Superior Courts, the presidents of these Courts, the Criminal Courts, the criminal judges, the intendents and subintendents, police sheriffs and political lieutenants, exercise ordinary criminal jurisdiction. Traffic judges are in charge of judging traffic infringements.

The Public Prosecutor's Office (Ministerio Publico) is exercised by the Attorney General of the Nation together with the Fiscal Attorney and Assistant Attorneys. The Attorney General of the Nation is in charge of the State's representation, judicial and legal advice, and prevention and control of illicit drug trade (1978 Polit. Const. arts. 110 to 112; Charter Law on the Judiciary, supra (b), arts. 3, 13, 23, 36, 63, 64, 81, 111 and 112; Organic Law of the Public Prosecutor's Office, Official Gazette No. 871 of July 10, 1979, arts. 1, 3 and 41; Criminal Procedure Code, Official Gazette No. 511 of June 10, 1983, art.4).

E. Financial System

The main legal provisions on Ecuador's financial system are the following:

1) Implementation of the Monetary Regime Law (published in Official Gazette No. 56 of March 31, 1976) is in charge of the Central Bank of Ecuador under Monetary Board control for purposes of creating and maintaining the most favorable monetary, lending, and money exchange conditions for the country's economic development. Ecuador's monetary unit in the Sucre (S/.). Exchange rate at the free exchange market: June 1990 - one dollar - 860 sucres. The tenor (or "means of payment") comprises "monetary species", i.e., coins and bills in circulation, issued by the Central Bank of Ecuador and "monetary deposits" in banks, demandable on sight through the presentation of checks.

2) The General Banking Law, (Official Gazette No. 771 of September 15, 1987). The Office of the Superintendent of Banks is in charge of supervising and inspecting State and private banks, insurance and financing companies, and foreign currency exchange firms. State banks, such as Banco Nacional de Fomento, Banco de la Vivienda, and Banco de Desarrollo, have specific regulations of their own.

3) The Companies Law, or Corporations Law (Official Gazette No. 389 of July 28, 1977) Section B - Legal System, No. 6 - Commercial Companies. The Office of the Superintendent of Companies is in charge of supervising and inspecting marketable share companies, limited partnerships, mixed companies (with joint public and private capital), foreign companies doing business in Ecuador, and the stock exchange.

4) The Law on Financial Companies (Official Gazette No. 686 of May 15, 1987) whose main objective is developing and financing industrial enterprises. Corporation Financiera Nacional, with a similar object, is an autonomous State agency governed by a special law (Official Gazette No. 494 of December 29, 1977).

5) There are stock exchange corporations operating in Quito and Guayaquil (Official Gazette No. 144 of March 2, 1969); mandate, financial intermediation, factoring companies (Official Gazette No. 714 of March 30, 1984), and leasing companies (Official Gazette No. 933 of May 11, 1988).

F. Culture

Obligatory education includes six years of elementary school and the first three years of secondary school (comprising children of six to fourteen years of age). Public education is free of charge. Parents have the right to give their children the education they may deem convenient. Freedom of education is guaranteed. (Constitution Arts. 26 - through 28 - Law on Education and Culture, Official Gazette No. 461, November 11, 1977).

The oldest public universities are the Central University of Ecuador in Quito, founded in 1651; the Universities of Guayaquil and Cuenca, 1867; the University of Loja, 1859; the National Polytechnical School, in Quito, 1869. The most important private universities are the Pontifical Catholic University of Ecuador, in Quito, founded in 1946; the Santiago de Guayaquil Catholic University, 1962; and the Vicente Rocafuerte University, in Guayaquil, 1947.

The Ecuadorean Language Academy, the National History Academy, the Ecuadorean House of Culture, and other cultural institutions and research centers operate in the country. There are numerous libraries and museums. There is freedom of religion, with a majority of Catholics.

The literacy rate is 84%.

III. INVESTMENT FRAMEWORK

A. General

On May 11th, 1987, the Cartagena Agreement Committee issued Decision 220 containing a new common regime for treatment of foreign capitals and on trademarks, patents, licenses, and royalties. Ecuador enforced this regime by means of Executive Decree No. 3049 promulgated in Official Gazette No. 723 of July 7th of that year. This new code on foreign investment contains rules which are more favorable to foreign investment in the sub-region, grants greater freedom to the governments of member countries to regulate such provisions through domestic laws, and substitutes the old regime that had been established by Decision 24 and its amendments.

By Presidential Decree No. 3095, promulgated in Official Gazette No. 738 of July 29th, 1987, the Ecuadorean Government issued regulations for application of Decision 220 of the Cartagena Agreement Commission.

Foreign investment in Ecuador can adopt several forms: direct foreign investment, sub-regional investment, neutral capital, and investment of foreigners who are residents in this country.

We will refer basically to "direct foreign investment", namely, such investments made from abroad by foreign investors in freely convertible currencies or in physical assets intended for the capital stock of an enterprise. A direct foreign investment, as a general rule, is either permitted, restricted, or prohibited, depending on the sector where the investment is to be made.

On the other hand, a direct foreign investment may be made in Ecuadorean companies (companies organized in Ecuador) or by the establishment or registration of branches (foreign companies domiciled or authorized to customarily carry out their operations in Ecuador).

A foreign investment may be made through: (i) incorporation of new Ecuadorean companies, (ii) a capital increase in existing Ecuadorean companies, in several forms, (iii) purchase of shares from foreign, sub-regional, and local investors, (iv) establishment or registration of branches of foreign companies, and (v) increase of capital allocated to branches of existing foreign companies.

Companies are classified, for investment purposes only, as follows:

National Enterprises: companies incorporated in Ecuador, more than 80% of whose capital belongs to Ecuadorean investors.

Mixed Enterprises: companies incorporated in Ecuador, 51% to 80% of whose capital belongs to Ecuadorean investors.

Foreign Enterprises: companies incorporated or established in Ecuador, whose capital belonging to Ecuadorean investors is less than 51%.

As a general rule, only direct foreign investment is regulated and investments in other companies, made by enterprises incorporated or established in Ecuador, are not recognized as such. In certain cases, however, investments from these kind of enterprises are regulated in accordance with the type of economic activity that the company receiving the investment is going to carry out (second generation investments).

It should be noted that this regime, like the previous one, always makes reference to enterprises and not to companies. Under this concept, foreign investments in one-person enterprises are authorized.

Foreign currency exchange in Ecuador is legally free. At present, foreign investments are made in the free market at the free market rate, and subsequently the investment has to be registered with the Central Bank of Ecuador.

B. Repatriation of Capital and Remittance of Profits Abroad

As a general rule, there is no time limitation in Ecuador for repatriation of capital abroad.

Remittances of profits abroad are subject to the following rules:

- A general limit of 30% net annually (after income tax withholding), calculated on the investment registered in a foreign currency.

- A limit of 40% net annually, if the enterprise exports 40% or more of its annual production.

- A limit of 40% net annually, in the case of enterprises engaged in low-income housing construction.

- Unlimited, if the enterprise exports 80% or more of its production to third country markets (outside of the Andean area).

- Unlimited, for enterprises involved in the tourist sector.

C. Reinvestments

Reinvestments are accepted in Ecuador and do not require any authorizations except a formal communication to the authorities giving notice of such reinvestments for statistical purposes only, and subsequent registration of such reinvestment at the Central Bank of Ecuador.

Remittances of profits abroad are subject to 36% income tax, while reinvestments of such profits are subject to 25% income tax.

D. Foreign Investment Restrictions

As mentioned before, foreign investment is either permitted, restricted, or prohibited in Ecuador.

Foreign investment is prohibited in the following sectors: commercial radio stations; commercial TV stations; publication of newspapers and magazines and other mass media; public utilities such as potable water, sewage, electric power, telephone, mail, and telecommunications; domestic transportation; publicity and advertisement.

Sectors where foreign investment is restricted to up to 49%: Fisheries, banking, financing companies, insurance and reinsurance companies. In the construction sector, foreign investment is restricted up to 19% only.

In the remaining sectors of the economy, such as agriculture, agroindustry, industry, tourism, mining and oil, foreign investment is permitted up to 100%.

IV. SENSITIVE AREAS

In general terms, foreign investors or foreign enterprises or branches are treated in Ecuador in the same way as any other local investor in an Ecuadorean company. According to the Ecuadorean Constitution, foreigners and Ecuadoreans alike have the same rights and privileges and cannot be treated in a discriminatory manner.

There are several types of visas and it is not always possible to change from one visa to a more advantageous one when the person is already in Ecuador. Therefore, it is always advisable to check with an attorney before applying for a the visa in order to obtain the most convenient one and to establish procedures to be followed in the future. Foreigners are required to report to the immigration authorities once a year. Lack of compliance with this requirement may cause difficulties at the time of leaving the country or during other critical instances.

Ecuador's administration tends to be very formalistic. Therefore, it is advisable to have the documents to be used in Ecuador authenticated by an Ecuadorean Consul. The order of authentications must be uninterrupted, for example: the Local Judge, the County Clerk, the Secretary of State, and the Ecuadorean Consul.

Copies are not always accepted, even though a recent Presidential Decree tried to give them legal validity.

V. DIRECT SALES

Ecuador is a country that depends greatly on imports to meet the needs of its population, mainly due to lack of a technology and industry of its own. Imports having priority are raw materials, inputs, and industrialized products to foster agriculture, health, and public works.

In general, any item may be imported. At present, imports of vehicles are forbidden as they are assembled in the country, but spare parts and pieces for vehicles can be imported.

Products are classified under a code called "Importation Tariff" following the "Brussels Tariff Nomenclature", and the "Andean Pact Nomenclature", or "NABANDINA". At the same time, items are divided into three different categories, or lists: List 1 (which is divided in List l-A and List l-B), List 2, and Special Class.

LIST l-A: covers products classified as "indispensable";

LIST l-B: covers products classified as "useful";

LIST 2: covers products classified as "luxury"; and

SPECIAL CLASS: basic commodities.

In order to import any goods, a permit granted by the Central Bank of Ecuador must be obtained prior to delivery or shipment of the items. Such permit is granted to natural or juridical persons registered with the Chamber of Commerce or the Mercantile Registry and affiliated with the corresponding Chamber of Production, if the case may so require.

A permit may be granted to persons who do not fulfill these requirements in exceptional cases only.

There are two kinds of permits:

Occasional Import Permit: Granted by the Central Bank of Ecuador to natural or juridical persons whose usual occupation is not importation.

Permanent Import Permit: Granted by the Central Bank of Ecuador to natural or juridical persons whose usual occupation is importation.

Imports of goods can be made under:

Temporary Admission Regime: When goods introduced into the country are to be re-exported; and

Definitive Admission Regime: When goods are not to be re-exported.

An importer code number is granted by the Central Bank of Ecuador upon prior compliance with the requirements.

A guarantee is deposited in the Central Bank and is returned upon submittal of the Import Declaration, which ensures the introduction into the country of all of the imported goods and the application of the entire sum requested in foreign currency.

All imports are subject to taxation as set forth by Monetary Board regulations and by Customs Tariffs, excepting such products that are exempted by law. Imports are also subject to the 10% VAT (added value tax) imposed on goods to be marketed in the country.

In order to collect 80% of ad valorem duties imposed on imports and the monetary stabilization surcharge that is imposed upon presentation of the import permit, the Central Bank of Ecuador issues a quoting list on the first working day each month that will be in force during such period. The Customs Offices demand compliance with the requirements as per the legal provisions in force, applying to this effect the value quoted by the Central Bank of Ecuador, and they are exclusively responsible for collecting the remaining 20% of the above mentioned duties. The necessary foreign currency to pay for such imports is negotiated at the Central Bank of Ecuador (intervention market).

The procedure for importing goods into the country is the following:

Once the import permit is obtained, foreign currency is obtained at the Central Bank of Ecuador, and the import permit is remitted to the country of origin. An insurance policy covering the goods is submitted to the Central Bank and returned to the importer once the goods arrive in the country; otherwise, the Central Bank of Ecuador calls on the guarantee. Letters of credit are normally used in Ecuador.

Direct sales are always subject to taxation, excepting sales carried out by the public sector for community works, provided that they are considered necessary for the country's development. Either a natural or a juridical person can act as a sales representative in the country.

Ecuador is a member of international organizations such as the Andean Pact (whose member countries maintain preferential trade relations among themselves), ALADI, and OPEC.

The United States provides preferential conditions for exporting products to Latin American countries, especially to Andean Pact member countries, in order to capture their exports since these are countries of low economic development. In general, the United States maintains good relations with all countries of the Western Hemisphere.

VI. EXPORTS

Ecuador is a country whose economy depends heavily on exports to other countries. There is, therefore, readiness to fostering all kinds of exports, especially agricultural products, seafood, cotton articles, cloth fabric, handicrafts, etc. Presently, oil exports generate most of the country's revenues.

Exports have been classified into three groups: Petroleum, traditional products, and non-traditional products.

Petroleum is classified in a separate group since it is a special export not sharing the characteristics of the other two groups. Revenues produced by petroleum exportation exceed those produced by exports of traditional and non-traditional products together.

Traditional products are: bananas, coffee, cocoa beans, and sugar. All other exports are classified as non-traditional and are divided into two groups: primary products (related to agriculture, cattle breeding, pisciculture, and mining) and industrialized products (relating to chemicals and pharmaceutical products, food, and manufacturing) .

The following entities control the processes required for exportation:

- Ministry of Industries, Commerce, Integration, and Fishing;

- Central Bank of Ecuador;

- Ministry of Finance and Public Credit; and

- Other financial institutions such as banks, finance corporations, FOPEX.

Ecuador may export all kinds of products, excepting those whose exportation is forbidden such as basic commodities destined to local consumption (rice, sugar, etc.).

A permit must be obtained at the Central Bank of Ecuador prior to shipping any exports, including temporary ones.

Exporters can be either natural or juridical persons registered with the Chamber of Commerce or the Mercantile Registry, and affiliated with the corresponding Production Chamber. Permits may be exceptionally granted to persons who do not meet these requirements in the case of occasional exports. An exporter code number is granted by the Central Bank of Ecuador.

There are three classes of export permits:

Provisional Permit: It has a 30-day term from the date of issuance, and such term may be extended solely by the Monetary Board.

Comprehensive Provisional Permit: It has a 90-day term from the date of issuance.

Definitive Permit: It has a 90-day term from the date of issuance, and such term may be extended prior to shipment of the goods.

In order to obtain any one of the above mentioned export permits, a pro forma invoice must be presented specifying the quantity, description, and unit price of the items to be exported as well as the full address of the importer, date of the negotiation, and sales contract.

Exporters are obliged to sell the foreign currency corresponding to the FOB value of their exports to the Central Bank of Ecuador. To secure this sale, the Central Bank of Ecuador demands a guarantee from a bank or a financing corporation equivalent to the FOB value of the exports. If the guarantee is called on, the Central Bank of Ecuador must refrain from purchasing the currency yielded by sales of exports.

Ecuador's policies intend to foster exports of our products to other countries. To this end, income tax and royalties have been reduced and medium- and long-term loans are being granted at low interest rates through a newly created institution, FOPEX (Exports Development Fund).

Export policies derive from the Law on Industrial Development. The Law on Agricultural and Forestry Development is specifically aimed at developing agricultural production and, in addition, it contains different provisions favoring exportations. The General Customs Law also sets forth provisions supporting exportation. In addition, the Laws on Development of Small-Scale Industry and Handicrafts, on Fishery Development, on Regional Industrial Development, on Monetary Regime, and the list of investments in specific exportation areas issued by the Ministry of Industry, Commerce, Integration and Fishing, contain provisions regarding exportation development.

However, the above mentioned laws which provide for the legal framework of exportation policies do not have the exclusive purpose of developing exportation of products to other countries.

The North and South dialogue that has been taking place during the past twenty years has given rise to a special system of preferential tariffs which includes codes to rule technology transfers, tax exemptions for certain exports, regulations for behavior of multinational enterprises, and programs for classifying markets of raw materials or for executing agreements.

The United States maintains that no further privileges can be granted due to the difficult situation that the world economy is undergoing, and that conditions concerning the primary and industrialized sectors cannot be improved. Therefore, the industrialized countries' attitude depends on the trend of the world economy.

The problems that certain basic commodities are facing in the international market are a market glut, technological innovations that tend to reduce costs and substitute products, and competition from other countries. Due to the integration of markets, any decision in relation to economic policies made by a country or a block, such as the United States, Japan, or the European Economic Community, immediately affects the rest of the countries. In addition, the restrictions faced by commercial exchange due to tariffs and other barriers are very detrimental.

VII. REPRESENTATIVES - DISTRIBUTORS

There are several arrangements to organize sales in Ecuador:

- Traveling salespersons who are employees of a foreign supplier. They depend directly from the head office, and are subject to and protected by local labor laws.

- Local agents and distributors. They are not employees, and are protected by Law No. 1038-A.

- Local branches or subsidiaries of a foreign supplier hiring their own employees. The supplier would have to organize a subsidiary, or to domicile a branch in Ecuador. In both cases, employees are protected by the Labor Code.

- The main reason to choose among these alternatives would be the importance of the operation and the degree of control that the foreign supplier wishes to have.

There is no difference between agents and distributors under Ecuadorean law.

- There are no legal or regulatory limitations for using an agent in Ecuador.

- The general duties and powers of agents will be those stated in the contract signed between the principal and the agent.

- The agent may have or not the legal representation of the foreign company. Legal representation includes the authority to answer claims presented against the principal. The agent cannot be personally prosecuted as a result of acts performed or obligations acquired on behalf of the principal. Representation of a foreign company is granted through a power of attorney, which can be revoked by the company. The extent of authority depends on the wording of the power of attorney.

- There is no exclusivity established by the law for distributors or agents of a foreign company. Therefore, several distributors or agents can be appointed.

- Remuneration should be established in the contract. The most common practice is a commission based on sales. Nevertheless, any other form of remuneration may be freely established. There are no restrictions or limitations on the amount of the remuneration.

Taxation: according to the Ecuadorean Taxation Law, corporations that are incorporated in Ecuador or branches of foreign companies domiciled in Ecuador must act as withholding agents for all payments made to individuals or to other companies. Nevertheless, if the company that makes the payments is not domiciled in Ecuador, it is not obligated to withhold payments.

Law for the Protection of Agents and Distributors of Foreign Enterprises issued by Supreme Decree 1038-A of December 3, 1976:

a) Under Article 3 of the law, neither party may unilaterally terminate one of these agreements, or amend it or refuse to renew it at the expiration of the contractual term, except for a cause duly proven before a competent judge. Causes for termination are the following:

- Default of legal or contractual obligations;

- Any action or omission seriously affecting the other party's interests; and

- Bankruptcy, insolvency, liquidation of the distributor, or termination of its activities.

b) Under Article 4, indemnities are determined according to the following criteria:

(i) The cost of the representative's investment to acquire and arrange for space, purchase of equipment, facilities, furniture and tools, to the extent that they are not easily and reasonably usable for any other operation in which the representative may be normally engaged.

(ii) The cost of the merchandise and/or raw materials, parts, components, supplies, accessories, and advertising materials which the representative has purchased and whose sale cannot be profitably effected.

(iii) The goodwill value ("plusvalia") of the representative's business, or any part thereof, which may be attributed to the representation. Such goodwill or accumulated value is determined by taking the following factors into consideration:

- The time that the representative has performed the representation.

- The current volume of sales or distribution of the goods, and their proportion in the representative's business.

- The proportion in the market that the representative may have obtained in Ecuador, and the volume that it represents.

- Other factors as may reasonably help to establish the amount of said goodwill value in a fair way.

VIII. INTELLECTUAL PROPERTY - LICENSING

A. Copyrights

The Law on Copyrights (Official Gazette No. 149 of August 14, 1976) protects the rights of authors of literary, artistic, and scientific works. Title to a copyright derives from the creation of the work, and it is not necessary to register, deposit, or to do any other formality in order to obtain protection by the law. Works of authors that are not domiciled in Ecuador enjoy the protection granted by international conventions incorporated in the national legislation, or by applying the principle of reciprocity (Inter-American Convention, Washington 1946, Official Gazette No. 10 of Sept. 1947, Universal Convention, Geneva 1952, Official Gazette No. 194 of June 24, 1957).

B. Patents and Trademarks

The State grants patents of invention to new creations that are susceptible to industrial application and to those that improve such creations. Patents are granted for a maximum ten-year period. Industrial drawings or models can also be registered. This registration covers the right of exclusive use during five years. Symbols that are novel, visible, and sufficiently distinctive may be registered as trademarks or service marks; this registration lasts five years and may be indefinitely renewed. (Law on Exclusive Patents on Exploitation of Inventions, Official Gazette No. 195 of October 19, 1976; Law on Trademarks, Official Gazette No. 194 of October 18, 1976; Decision No. 85 of the Cartagena Agreement Commission (Andean Pact). Official Gazette No. 304 of March 28, 1977; International Classification of Patents, Drawings and Industrial Models and Trademarks and Service Marks, Official Gazette No. 65 of August 25, 1981, Regulations for application of Decision 85, Official Gazette No. 223 of July 1985; conventions executed by Ecuador at the Fourth Inter-American Conference, Buenos Aires 1910, Official Gazette No. 242 of August 5, 1985; Ecuador is not a signatory of the 1883 General Convention of Paris.)

C. Transfer of Technology and Licensing

Transfer of technology is governed by Decision 220 of the Cartagena Agreement Commission (Official Gazette No. 723 of July 7, 1987) and Decree No. 3095 (Official Gazette No. 738 of July 29, 1987).

Contracts on licenses for patent exploitation or use of trademarks, provision of industrial technology, technical-industrial cooperation or specialized technical services are examined by and submitted to the previous approval of the Ministry of Industries, Commerce, Integration and Fishing (MICIP). Once the contracts are approved by MICIP and signed by the parties, they are protocolized before a Notary Public and registered with the Central Bank and the National Industrial Property Bureau.

These contracts must contain the following clauses:

Identification of the parties; determination of contractual objectives indicating the exclusiveness or non-exclusiveness thereof, and whether sub-licensing is admitted; description of technological contribution, and identification of patents and trademarks; contract value of each one of the elements involved in the contract, conditions and currency of payment; contract term which cannot exceed five years (this term may be renewed); obligation of foreign contractor to pay taxes caused by contract execution; provisions guaranteeing the quality of the products or services; obligation that any conflicts arising between the parties are to be subject to national jurisdiction and venue; and causes for termination.

The MICIP does not authorize contracts on foreign technology transfer or on patents if they contain restrictive clauses, such as those providing that:

The supply of technology brings about the obligation for the receiving enterprise of purchasing capital goods, semi-manufactured products, raw materials or other technologies from a specific source, or of permanently employing the personnel indicated by the enterprise that supplies such technology (exceptional cases may be considered by the MICIP); the licensor reserves the right to fix sales prices; restrictions on production volumes and structure or the use of competitive technologies; purchase option in favor of the supplier; compelling the licensee to assign to the supplier any inventions or improvements obtained by the use of said technology; making it obligatory to pay royalties for non-utilized patents.

No clauses can be accepted if they prohibit or otherwise limit the exportation of products, except in exceptional cases duly qualified by the MICIP. License agreements on exploitation of foreign trademarks cannot contain restrictive clauses such as:

Limitation to export to specific countries the products manufactured under the respective trademark; the obligation to use raw materials, semi-manufactured products and equipment furnished by the owner of the trademark or its affiliates (in exceptional cases, the MICIP may accept clauses of this type); establishment of sales or resales price; obligation to pay royalties for non-utilized trademarks, or to permanently use the personnel indicated by the trademark owner.

Technological contributions or licenses comprised in technology transfer contracts grant rights to payments, if provided for in the contracts, which may adopt one or more of the following forms: a) an initial fixed payment, or partial fixed payments previously established for the years of the contract's term; b) a royalty; and c) fees. The MICIP may approve such payments if it deems that they are not excessive. Intangible technological contributions cannot be calculated as a capital contribution; accrued royalties may be capitalized after payment of the corresponding taxes.

D. Antitrust

The Constitution prohibits the abuse of economic power, including unions and groups of companies that tend to dominate the domestic markets, to eliminate competition, or to arbitrarily increase profits (Art. 45).

The Law on Companies prohibits the formation and operation of companies contrary to the public order and those that tend to create a monopoly (Art. 3).

Law No. 107 on Consumer Defense (Official Register No. 520 of September 12, 1990) prohibits and imposes penalties on suppliers who join other suppliers to sell their products at prices higher that the official prices.

In Ecuador, however, there are no specific antitrust laws that regulate the prohibitions generally set forth in the Constitution.

IX. DIRECT INVESTMENT

Types of investment methods in Ecuador are the following:

- purchase of stock or assets on existing companies;

- registration of a branch;

- creation of a subsidiary; and

- joint-venture company, or partnership.

The two types of companies most frequently used in Ecuador are corporations or companies by shares, and partnerships.

In the following sectors, equity ownership by foreigners is subject to limitations and a joint-venture with a local investor is required: banking, financing companies, insurance and reinsurance, fishing, and construction.

No registration fees exist in Ecuador. However, some minor expenses such as notarial fees, are incurred.

The time frame for registration of foreign investment is between 60 to 90 days.

The two substantial administrative requirements for foreign investments are: the obligation to obtain an authorization for foreign investment issued by the Ministry of Industry, Commerce, Integration and Fishing (MICIP), and the obligation to register the investment with the Central Bank of Ecuador.

According to Art. 6 of the Law on Companies, registration in Ecuador is required as follows:

- Any company doing business in Ecuador must appoint an attorney in fact duly empowered to answer claims and to comply with all obligations acquired by the company in the country.

- When a foreign company is doing regular business in the country or is performing public works or rendering public services, it must comply with the provisions of the Law regarding the establishment of a branch.

The Ecuadorean Law on Companies considers that it is not necessary to appoint an attorney in fact if the foreign company is not going to carry out business in the country regularly; but, if doing business regularly, it will be required to establish a branch in Ecuador, which includes the appointment of an attorney in fact.

A company must be registered in Ecuador prior to executing any contract with the Government or any governmental agency, as well as prior to hiring local labor, opening bank accounts, importing equipment, obtaining work permits, and importing or exporting materials.

As it was mentioned above, a company must be registered in Ecuador if it is going to do business on a regular basis. Failure to register means that the company is not authorized to do business in Ecuador, and the consequence is that the company cannot undertake any business in Ecuador.

No financial restrictions are imposed on foreign-owned companies in Ecuador.

Intercompany agreements such as licenses, rental agreements, technical assistance, management contracts, leases, etc. are permitted.

X. PURCHASE BY FOREIGN CORPORATIONS OF BUSINESS IN ECUADOR

Foreign corporations are allowed to purchase local companies. The method to do this is by acquiring shares, and it must be done through certain procedures and complying with minor formalities.

Foreign corporations are allowed to acquire all of the assets of a local company.

Foreign investment is prohibited in commercial radio and TV stations, publications of newspapers or magazines and other mass media, as well as in public utilities such as potable water, electric power, telephone, mail, communications, domestic transportation and advertising. Foreign investment is limited in sectors such as banking, financing companies, insurance and reinsurance companies, fishing, and construction.

There are no antitrust laws in Ecuador.

A 10% added value tax (IVA) is imposed on transfers of assets. No tax is imposed on transfers of stock if made at face value, but if the stock is sold at a premium, the seller must add this premium to his income tax in the year in which the transaction was made.

XI. BRANCHES

Branches of foreign companies are permitted in Ecuador.

There are no significant differences between Ecuadorean companies and foreign branches as regards to tax liabilities or other obligations.

A 25% corporate tax exists in Ecuador. Profits are remitted abroad by the branches of foreign companies or by foreign shareholders of local companies. However, if profits are reinvested locally, only the basic corporate tax will apply to such reinvestment.

As mentioned before, no exchange control exists in Ecuador and the free market is legal. Therefore, branches are not subject to any special exchange restrictions.

In order to register a company or to establish a branch, an authorization for foreign investment must be obtained from MICIP. Besides, the Office of the Superintendent of Companies must authorize the company to establish a branch.

The following documents are required to establish a branch:

a) incorporation charter;

b) bylaws;

c) certificate of good standing granted by an Ecuadorean Consul;

d) a general power of attorney granted to an Ecuadorean citizen or to a foreigner with permanent residence in Ecuador; and

e) a minimum capital to be allocated to the branch. Currently, it is approximately US $60,000 (sixty thousand dollars).

All of the above documents should be duly authenticated by an Ecuadorean Consul.

The branch must be registered before business begins. It has already been explained that companies cannot do business in Ecuador unless they have been duly authorized to do so.

XII. INCORPORATION

The two types of companies mostly used by foreign investors are: companies by shares, and partnerships.

Requirements are the following:

a) An application is presented to the Minister of Industries, Commerce, Integration and Fishing (MICIP) for foreign investment authorization.

b) The bylaws are informally presented to the Superintendent of Companies for his comments and approval.

c) The paid-in capital is deposited in a bank account opened in the name of the new company, where it will remain in deposit until the company is duly organized. At least 25% of the subscribed capital must be paid-in.

d) After these steps have been completed, a public deed is executed whereby the company is incorporated.

e) The deed is presented to the Superintendent of Companies for his approval.

f) The Superintendent of Companies orders the company to be registered with the Mercantile Registry, and to join either the Chamber of Commerce or the Chamber of Industry, as the case may be.

g) The Superintendent of Companies orders that an excerpt of the company's incorporation charter be published in a local newspaper.

h) Upon completion of all the above described steps, the Superintendent enters the new company in his registry.

i) The first stockholders meeting is held and the company's officers are appointed.

j) The appointment of the company's legal representative is registered.

k) After receiving evidence of registration of the appointment, the Superintendent of Companies authorizes the bank to release the funds held in deposit (see (c) above).

l) Until the subscribed shares are fully paid-in, the company may issue provisional share certificates only. After the capital is fully paid-in, (within a time limit of two years), the company issues the final share certificates.

There are no regulatory differences between a closely held corporation and a publicly held one. A publicly held corporation must be registered with the stock exchange, and the company must for this purpose comply with certain requirements and follow a very simple procedure. There are very few publicly held corporations in Ecuador. Most corporations are closely held. No incentives are granted or obligations imposed for corporations to be publicly held.

Capitalization requirements for Ecuadorean corporations range between S/ 500,000 (five hundred thousand sucres) to S/ 2,000,000 (two million sucres). Most branches of foreign companies need a minimum of S/ 50,000,000 (fifty million sucres).

Bylaws of companies can be very broad in Ecuador. The law requires corporations to have at least one person empowered with legal representation. Normally, there are no limits on residents sitting on the Board of Directors. Furthermore, it is not mandatory to have a Board of Directors. The Law on Companies provides that a Shareholders Meeting should be held at least once a year.

No tax or other incentives are granted to corporations in Ecuador.

XIII. EXCHANGE CONTROLS

Ecuador has a free exchange system for foreign currencies. It is legal to buy and sell foreign currency and to keep bank deposits in foreign currencies either in Ecuador or abroad.

Ecuador's exchange system operates through two markets: the official market, controlled by the Central Bank of Ecuador, and the free market.

The following transactions are made through the official market:

- Proceeds of exports of public sector entities, such as sales of oil belonging to PETROECUADOR (the State oil company).

- Income in foreign currencies obtained by any public sector agency.

- Proceeds of external credits obtained by the public sector.

- The value of imports made by the public sector.

- Repayment of public sector debt.

- Purchase and sale of foreign currencies relating to activities of exploration, exploitation, transportation and marketing of hydrocarbons.

- Proceeds of private sector exports.

- The value of private sector imports.

- Repatriation of profits and capital of foreign investments registered and negotiated through the official market.

Other transactions not mentioned above must be made in the free market.