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Sectors
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Menu
Asset Finance
Contract Hire
Finance Lease
Hire Purchase
Operating Lease
Soft Asset Financing
Commercial Finance
Mortgage
Trade Financing
Invoice Financing
Bridging Finance
Cashflow Funding
Commercial Lending
Vehicle Finance
Car Finance
Van Finance
Motorbike Finance
Prestige & Luxury Car Finance
Electric Car Financing
Caravan and Motorhome Finance
Horsebox Finance
Truck Financing
Vehicle Sourcing
Prestige Car
Racing Car Finance
Classic Car Finance
Sports Car Finance
Super Car Finance
Sectors
Haulage Finance
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Leisure and Hospitality Finance
Sustainable and Green Finance
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Trade Finance
Client Information Form
Please enable JavaScript in your browser to complete this form.
1
Key Client Information
2
Key Financial Information
3
Transaction Details
4
Supplier Information
5
End Buyer Information
6
Financial Summary
7
Client Bank & Lending Facilities
8
Key Official Information
9
Digital Signature
Full business name, including trading style
*
Trading address
*
Year Established
*
Telephone Number
*
Company Registration Number
*
VAT Number
*
Contact Name
*
Position
*
Email Address
*
Next
Current Position
Total Sales Ledger (£000)
*
Total Purchase Ledger (£000)
*
Forecast Trading – Next 12 months
Turnover (£000)
*
Number of Customers
*
Deal Description Summary: (Product; amounts; locations; timings, etc.)
*
Next
Supplier Purchase Price
Currency
*
Value
*
Transportation Costs
Currency
*
Value
*
VAT & Duty Payments
Currency
*
Value
*
Sale Price
Currency
*
Value
*
Forecast Transactions – next 12 months
Frequency
*
Total Value
*
Dates
Order Placed
*
Supplier
*
Delivery to End
*
Buyer
*
Next
Full business name, including trading style
*
Trading address
*
Purchase Payment Terms
*
Nature of Goods
*
Contracts in Place
*
Yes – please provide copies
Yes
Pro Forma Invoice Issued
*
Yes – please provide copies
Yes
Warranty Provided by Supplier
*
Yes
Next
Full business name, including trading style
*
Trading address
*
Telephone Number
*
Company Registration Number
*
Payment Terms
*
Contracts in Place
*
Yes
No
Purchase Order Issued
*
Yes
No
Next
FYE 2021
Revenues
*
Gross Profit
*
EBITDA
*
SG&A
*
Net Income
*
Net Worth
*
A/R Aging
*
A/P Aging
*
FYE 2022
Revenues
*
Gross Profit
*
EBITDA
*
SG&A
*
Net Income
*
Net Worth
*
A/R Aging
*
A/P Aging
*
FYE 2023
Revenues
*
Gross Profit
*
EBITDA
*
SG&A
*
Net Income
*
Net Worth
*
A/R Aging
*
A/P Aging
*
Projected 2024
Revenues
*
Gross Profit
*
EBITDA
*
SG&A
*
Net Income
*
Net Worth
*
A/R Aging
*
A/P Aging
*
Next
Bank Account Details
Name of Bank
*
Account number
*
Sort code
*
Name of Lender
Name of Lender
*
Name of Lender
Name of Lender
Type of Facility – e.g. Overdraft, Loan, Mortgage, Invoice Finance, HP
Type of Facility
*
Type of Facility
Type of Facility
Facility Limit
Facility Limit
*
Facility Limit
Facility Limit
Currency
Currency
*
Currency
Currency
Debenture
Security
Debenture
*
Debenture
Debenture
Personal Guarantees
Security
Personal Guarantees
*
Personal Guarantees
Personal Guarantees
Next
Name
*
Date of Birth
*
Position
*
Private Address
*
Shares Held – Number
*
Shares Held – %
*
Name
*
Date of Birth
*
Position
*
Private Address
*
Shares Held – Number
*
Shares Held – %
*
Have any of the key officials of this business been associated with any failed business in the past?
*
Yes
No
Have any of the key officials of this business been involved in any Directors Disqualification proceedings?
*
Yes
No
Have any Directors ever been declared Bankrupt?
*
Yes
No
Next
Signature
Clear Signature
Date / Time
Date
Time
Submit
