Business Finance Application

For Broker review and lender introduction

    Basic information about the limited company applying for finance.


    Date of Incorporation — must be incorporated at least 3 years ago

    Three years of trading data is required to assess debt serviceability.

    Annual turnover & net profit — last 3 years *

    Year

    Annual Turnover (£)

    Net Profit / (Loss) (£)

    Accounts Filed?

    Year 1

    Year 2

    Year 3 (latest)

    Existing Debt Schedule

    List all outstanding borrowing facilities. Leave blank if none.

    Lender

    Outstanding (£)

    Monthly Payment (£)

    Date Incurred

    Facility Type

    Business Assets

    List significant assets owned by the business. Leave blank if none.

    Asset description

    Estimated value (£)

    Charge / encumbrance

    All directors holding 25% or more of the share capital must be declared.


    Director Date of Birth*

    Credit Consents


    This form is for broker assessment purposes only and does not constitute regulated financial advice.