Business Loan - Initial Assessment

1
To help you prepare, please have the following ready:

Contact details

Six months’ Business Bank Statements for each business account.

Three years’ Audited Accounts (if available)

Latest Management Accounts

Other supporting documents that could shed positive light on your application (optional)
2
Which Investment Manager are you working with?* This field is required.
Please Select
Please Select
Shaun Tuhey
Seth Addo
Inderpal Singh
Lottie Naylor
Nabeel Akhter
Not sure…
3
Introducer's NameFill this out if you are an introducer submitting these documents on behalf of your clients. If not, skip this part and proceed directly to the Applicant’s Contact Details.
First Name
Last Name
4
CompanyFill this out if you are an introducer submitting these documents on behalf of your clients. If not, skip this part and proceed directly to the Applicant’s Contact Details.
5
Introducer's Contact NumberFill this out if you are an introducer submitting these documents on behalf of your clients. If not, skip this part and proceed directly to the Applicant’s Contact Details.
Area Code (e.g. 44 for the UK)
Phone Number
6
Introducer's Email AddressFill this out if you are an introducer submitting these documents on behalf of your clients. If not, skip this part and proceed directly to the Applicant’s Contact Details.
example@example.com
7
Applicant's Name* This field is required.
First Name
Last Name
8
Applicant's Contact Number* This field is required.
Area Code (e.g. 44 for the UK)
Phone Number
9
Applicant's Email Address* This field is required.
example@example.com
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Registered Business Name* This field is required.
11
Trading Name (if different)
12
Business Postcode* This field is required.
13
Company Registration Number(For LTD Company)
14
What loan amount are you looking for?* This field is required.We provide loans from £25,001 to £250,000.
15
What is the purpose of the loan?* This field is required. (e.g., working capital, equipment purchase, expansion, refinancing, hiring staff, stock, marketing)
16
Six Months of Business Bank Statements for each business account.* This field is required.Please note that these statements MUST be original copies and should not be ledger balance downloads from online banking or excel spreadsheets.
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Max. file size: 10.6MB
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17
Three Years' Audited Accounts* This field is required.We require your last three sets of fully stated Financial Accounts with notes. We will not accept unabridged or abbreviated statements.
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Max. file size: 10.6MB
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18
Management Accounts* This field is required.
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Max. file size: 10.6MB
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19
Do you have any other information that could shed positive light on your application - this can be anything that you believe is relevant to your case?
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Max. file size: 10.6MB
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20
Date of Submission* This field is required.Please enter today’s date.
Date
Year
Month
Day
Should be Empty: