Our Application Process...
You can submit your formal Loan Application either Online or by downloading the forms below and manually completing them.
Once completed, send the forms and the requested supporting information back to us by email or by our Upload facility.
We have provided an Loan Application Checklist that will help you to get together everything that we need for a successful Business Loan Application.
Please note that any missing information will cause a delay in the processing of your application.
Loan Application Forms
8
Personal Credit Report
- Download Instructions
- Follow Guidance Provided
- Upload Personal Credit Report
Information Required
All this information should be sent by email to your Investment Manager (Email Links Below). If possible, try to send this all together at the same time. If this is not possible, send everything that you can and await further instructions.
9
Business Bank Statements
- Email your Last Six Months’ Business Bank Statements
- MUST be Month End Statements
- No Transaction Lists from Online Banking or Excel Downloads permitted
10
Year End Financial Accounts
- Email your Last Three Years’ Full Audited Accounts
- MUST be Fully Stated including Notes to Accounts
- Abbreviated Accounts will be rejected
11
Management Accounts
- Email Your Up-to-Date Management Accounts
- MUST include Profit & Loss Account and your Balance SheetÂ
- Ideally as close to the date of your application as possible.
12
Aged Debtor & Creditor Report
- Clear and Up-to-Date lists of all your current Debtors and Creditors.
- Disclosure of any problem accounts or payment plans.
- Not applicable to B2C business types
13
Order Book / Work In Progress
- Proof of any current business in the pipeline
- Details of any ongoing contracts
- Identifiable in line with Cashflow Forecasts
14
Personal Information
- Copy of Passport OR both sides of UK Driving Licence
- Copy of Home Utility to prove Home Address (within past 3 months)