• LOAN APPLICATION FORM

  • Supporting businesses to grow and prosper is the essence of SWIFT’s focus. One way we do that is by offering loans from $50,000 for businesses to implement their strategy for growth. Here are the things you need to know as a business.

    SWIFT’s interest is in South Waikato, so businesses must be located or in the process of relocating/expanding to the region to meet loan application criteria.

    We are very interested in the following:

    • Applications that assist the business in creating jobs in the South Waikato area, particularly in hiring employees from the South Waikato.
    • Applications to create new business and/or growth opportunities within the South Waikato, possibilities including and not limited to relocation/expansion/plant/ equipment.
    • Level of personal investment in the business or start-up project and/or other joint venture partner’s involvement.
    • Businesses that value sustainable employment at various levels and employee growth including those businesses who enable people to enter the workforce and provide upskilling opportunities.
    • The business plan with the financial forecast and scope for local procurement and/ or partnerships.
    • The business’ commitment to provide training for staff, as well as opportunities for career development and growth such as apprenticeships. Added consideration is also given to businesses creating a new service, product and/ or innovation in the South Waikato, as well as those delivering and/ or enhancing community infrastructure that encourages external promotion of the South Waikato district.

    SWIFT reviews all applications, and those who meet the criteria are subject to further evaluation by independent experts before a loan offer is made. The process is expected to take four- six weeks. If successful, there is a loan administration fee of $5,000 to be paid by the borrower to contribute to legal costs. Loans must be accepted within three months of an offer being presented by SWIFT and funds must be accessed within six months.

    In addition to the loan, SWIFT will facilitate business support services to encourage the development of future growth strategies throughout the duration of the loan period, at no charge to the business.

  • You will be asked to upload documents throughout this form.

    Please do not start completing this form until you have in electronic/pdf format a copy of the following:

    • a bank deposit slip or bank statement in the name of your business.
    • 2-3 year financial forecast summary.
    • a funding table indicating the total cash funding required for each of the project stages, and the cash funding sources.
    • a copy of your organisation's last 2 years financial statements including P&L and Balance Sheet (preferably audited where available).
    • any other supporting documentation
  • ORGANISATION STRUCTURE AND LEGAL STATUS INFORMATION


  • BANK ACCOUNT DETAILS

  • Browse Files
    Cancel of
  • CONTACTS

    Please identify one appropriate person who can be contacted by SWIFT regarding your application and one alternate contact.
  • BUSINESS DETAILS

  • STAFF

  • PROJECT OVERVIEW AND TIMELINE

  • ECONOMIC IMPACT

  • Browse Files
    Cancel of
  • COMMUNITY IMPACT

  • FINANCIAL SUPPORT REQUIRED

  • In a funding table, indicate the total cash funding required for each of the project tasks and the cash funding sources (e.g. business contribution (cash and in-kind), SWIFT, other external organisations)

  • Browse Files
    Cancel of
  • PROJECT PLAN AND MANAGEMENT

  • RISK ANALYSIS OF PROJECT

  • FINANCIAL STATEMENTS

  • Browse Files
    Cancel of
  • REFEREES

  • FURTHER INFORMATION

  • 1. Further information specific to the Project (e.g. proof of ownership of critical IP) may be requested by SWIFT management.

    2. The applicant can attach any further documents, at its discretion, that increase SWIFT understanding of the Project and this Proposal.

    3. If you have any questions or need assistance completing this Application form, please contact SWIFT management as per contact details shown on our website www.swift.org.nz

  • Browse Files
    Cancel of
  • DECLARATION & CONSENT UNDER PRIVACY ACT 2020

  • This must be signed by two people from your organisation - one must be the Director/Chairperson. (These people may be contacted if more information is required).

    By signing the loan application form, you are confirming that the content of the application is true and correct.  Please also note that if any changes are made to the application post it being approved by SWIFT such that new legal documentation or financing statements require alteration the cost of those changes will be capitalised to the loan amount.

    We hereby declare that the information supplied here on behalf of our organisation is correct. We consent to SWIFT collecting the details provided, retaining and using this information for the purpose of this application. We acknowledge our right to have access to this information. This consent is given in accordance with the Privacy Act 2020.

  •  /  /
    Pick a Date
  • Clear
  •  /  /
    Pick a Date
  • Clear
  • Should be Empty: