Assessment

Full name *

Company Name

Company Registration number

Email Address *

Contact number *

Facility requiredWorking Capital (overdraft, debtor finance)Asset Finance (equipment, vehicles, aircraft etc.)Commercial Property FinanceCompany Acquisition finance and adviceBridging FinanceSolar FinanceOther business finance servicePlease tick all that apply

Please provide more details of how we may be of service *

Please send the following documents to help our specialists to conduct a pre-assessment to identify how we may be of service to you.Brief overview and history of the business2 years' audited annual financial statementsManagement Accounts (not older than 2 months)Copy of Offer to Purchase (if relevant)Organogram of company/groupDebtors and creditors Age AnalysisCash flow forecast for ensuing 12 monthsBank Statements for last 6 months for operational bank accountsCopy of latest bank/funder facilities letters

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Please note that all information provided is done so on the understanding that it will be treated in the strictest confidence. Additional information may be requested to complete our assessment.

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Customer Assessment Form

Please note that all information provided is done so on the understanding that it will be treated in the strictest confidence. Additional information may be requested to complete our assessment.