PURSER-4.2.2

Clearance, Agents, Importation, the Bond and Insurance

Clearance requires a prepared pack of crew and guest lists, ship particulars and stores declarations, usually filed through a ship agent whose disbursement account is reconciled line by line. The bond is customs-controlled stock, importation rules vary by country, and insurance certificates and notification deadlines are held by the purser.

You arrive in a new country on a Sunday, with a guest flight at 0900 Monday, a spare part in customs and a bond locker that a boarding officer wants to seal. The agent phones to say he needs the crew list, the last port of call and the stores declaration in twenty minutes. If the file is ready, this is routine. If it is not, the guests wait.

Clearing in and out

The purser prepares the clearance pack. The exact papers vary by country; the pattern does not.

  • Crew list in the required format, with passport numbers and seafarer document numbers.
  • Guest or passenger list, matching the actual persons aboard.
  • Ship particulars: registry, tonnage, last port, next port.
  • Stores declaration: bonded goods, alcohol, tobacco.
  • Health declaration where required.
  • Passports and any visas.
  • Zarpe / clearance from the last port, where the region uses one.
  • Insurance and financial security evidence.

Mismatched crew and guest lists are a classic cause of a fine.

Ship agents

A ship agent is your local hands: berth booking, clearance filing, immigration liaison, waste, bunkers, spares delivery, transport.

  • Brief the agent in writing with dates, times, movements and requirements.
  • Ask for a written quote and a pro forma disbursement account before the visit, and reconcile it against the final disbursement account afterwards, line by line.
  • Agent charges are usually a charter cost and go to the APA where they relate to the charter. Code them consistently.

Importation of goods

Spares, provisions and guest deliveries crossing a border are an importation. Get the paperwork right in advance: commercial invoice, value, description, and whether the item is being imported permanently or temporarily (a ship spare under a temporary regime, or ship stores for a vessel in international traffic). Duty, VAT and temporary admission regimes vary by country and by the yacht status. Ask the agent and the management company; do not assume that what worked in one country works next door.

The bond

The ship bond is duty-free or tax-free stores — typically alcohol and tobacco — held under customs control. Customs may seal the bond locker in port and unseal it on departure. Run it like any other stock:

Bond stock: spirits (bottles) Qty
Opening balance 240
Issued to bar during period 36
Received 0
Closing balance (240 - 36) 204

Serving bonded stock in port where it is prohibited is a customs offence, not an administrative slip.

Insurance, in outline

Cover Broadly what it responds to
Hull and machinery Physical loss or damage to the yacht
P&I (protection and indemnity) Third-party liabilities, crew liabilities, pollution, wreck removal
Crew medical / accident Crew health, injury, repatriation costs
Guest and general liability Injury or loss suffered by guests and visitors

The purser holds the certificates, knows the notification deadlines, and reports incidents immediately. This is not insurance advice; cover, exclusions and claims are matters for the broker, the underwriters and the management company.

Onboard Notes

  • Build a country file. Every port you clear, write down what was actually required and who to call. Next season, it is worth days.
  • Never sign a disbursement account you have not read.
  • Never move, open or serve from a sealed bond. If in doubt, the seal stays on.

Practice questions

5 questions
recallcore

recall · core

What goes into a port clearance pack?

recallcore

recall · core

What is a disbursement account and how is it controlled?

recallcore

recall · core

A bond opens at 240 bottles of spirits and 36 are issued to the bar with none received. What is the closing balance, and what rules apply?

scenariostretch

scenario · stretch

A guest orders a EUR 12,000 watch to be delivered to the yacht in a foreign port. What must you consider?

oralstretch

oral · stretch

Outline the main insurance covers a yacht carries and the purser role in relation to them.

Independent study. xplor is not an IAMI- or PYA-accredited GUEST training provider and awards no certificate or Certificate of Competency. It is not legal, tax or insurance advice.

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