Apply for Business Finance | Invoice, Asset, Trade & Property Finance

Your Trading Address

Company Director Details

Company Partner Details

Sole Trader Details

Please complete for all shareholders or proprietors with at least 20% shareholding of the business

Business Information

Brief Background to the Company

Typical Customer (type)

Invoice Finance is not available for businesses that are Business to Consumer (B2C) only

Number of Live Customers

Current Year Turnover (£) including VAT

Next Year Turnover (£) including VAT

Current Year Profit or Loss (£)

Next Year Profit or Loss (£)

Existing Invoice Finance Facility

Do you already have an invoice finance facility?

Yes No

Name of existing funder

Advance percentage (%)

Current service fee (%)

Annual minimum service fee (£)

Termination notice period

Background

What is being invoiced

Total Value of Invoices Outstanding Today (£)

What are your standard credit terms?

What Accountancy Package Do You Use?

Exports

Do you Export?

Yes No

% Exports

Main Exports Market

Current Business Finance Information

Does Your Business Have an Overdraft?

Yes No

Overdraft Limit (£)

Current Usage (£)

Overdraft Renewal Month

Bank Loans

Does Your Business Have Any Bank Loans Outstanding?

Yes No

Total Value of Outstanding Bank Loans (£)

Bank Loans Monthly Repayments (£)

Asset Finance

Does Your Business Have Any Asset Finance Outstanding?

Yes No

Total Value Outstanding of Asset Finance (£)

Asset Finance Monthly Repayments (£)

Commercial Mortgage

Does Your Business Have a Commercial Mortgage?

Yes No

Mortgage Value Outstanding

Mortgage Monthly Repayments

Current Estimated Value of Property (£)

Other Borrowings

Does Your Business Have Any Other Borrowing? (not already detailed in this application)

Yes No

Value of Other Borrowing Outstanding

Describe Other Borrowing (Invoice Discounting, Factoring, etc.)

Other Borrowing Monthly Repayments

Trade Creditors

Trade Creditors Outstanding (£)

Creditors Value (£) more than 30 days overdue

HMRC

Are your VAT payments up to date?

Yes No

Value of VAT Arrears
Have HMRC Approved a repayment plan

Yes No

Value of repayment instalments

Are your PAYE payments up to date?

Yes No

Value of PAYE Arrears
Have HMRC Approved a repayment plan

Yes No

Value of repayment instalments

Is your Corporation Tax paid up to date?

Yes No

Value of Unpaid Corporation Tax
Have HMRC Approved a repayment plan

Yes No

Value of repayment instalments

Further Information

Is there any other information that you feel would assist this application

Outline of this proposal (please attach development appraisal if relevant)

Attach Files

Please now upload:

Copy of last accounts published (full accounts, not abbreviated).
Copy of your last 3 months business bank statements.
Copy of your last month-end Aged Debtors Report (summary version)
Copy of your last month-end Aged Creditors Report (summary version)
Copy of your live customer address and contact details
Copy of Pro-forma invoice
Copy of Document Evidencing Contract of Sale
Copy of Purchase Order
Copy of the Commercial Invoice
Copy of Document Evidencing Contract of Sale
Copy of Document Transport Document
Pro-former invoice (if applicable)

You may drag them to the marked area to upload them, or alternatively use the button to search for the files on your computer.

Drop files here to upload

Your Details

Company

Transaction Details

Asset(s) to be financed

Property to be Financed

Your Trading Address

Company Director Details

Company Partner Details

Sole Trader Details

Please complete for all shareholders or proprietors with at least 20% shareholding of the business

Business Information

Existing Invoice Finance Facility

Background

Exports

Current Business Finance Information

Bank Loans

Asset Finance

Commercial Mortgage

Other Borrowings

Trade Creditors

HMRC

Further Information

Attach Files

Please now upload:

Your Details

Company

Transaction Details

Asset(s) to be financed

Property to be Financed

Your Trading Address

Company Director Details

Company Partner Details

Sole Trader Details

Please complete for all shareholders or proprietors with at least 20% shareholding of the business

Business Information

Existing Invoice Finance Facility

Background

Exports

Current Business Finance Information

Bank Loans

Asset Finance

Commercial Mortgage

Other Borrowings

Trade Creditors

HMRC

Further Information

Attach Files

Please now upload:

Thanks for your application!