PLAN. FUND. GROW.
A team of highly experienced business growth specialists that challenge and inspire. 

COMPANY DISCOVERY FORM

To correctly identify the type of corporate finance products that will satisfy your business funding requirements, we must first review your history. Please complete this form and provide copies of all documentation where requested.  

COMPANY
INFORMATION

SECTION 1

Main Contact Name
Email Address
Trading Name (if different to company name)
Company Name
Contact Number
Date Commenced Trading
Business Address
Postcode
Business Property (owned or leased)
Main Business Activities
Director (or Shareholder with 25% or more)
Percentage Ownership
Position Held
Number of Business Interests (Please give details)
Director (or Shareholder with 25% or more)
Percentage Ownership
Position Held
Number of Business Interests (Please give details)
Director (or Shareholder with 25% or more)
Percentage Ownership
Director (or Shareholder with 25% or more)
Percentage Ownership
Position Held
Position Held
Number of Business Interests (Please give details)
Number of Business Interests (Please give details)
Type of Asset
Date Purchased
Purchase Price
Estimated Present Value
Finance Outstanding
Term Remaining
Name of Lender
Type of Asset
Type of Asset
Type of Asset
Date Purchased
Date Purchased
Date Purchased
Purchase Price
Purchase Price
Purchase Price
Estimated Present Value
Estimated Present Value
Estimated Present Value
Finance Outstanding
Finance Outstanding
Finance Outstanding
Term Remaining
Term Remaining
Term Remaining
Name of Lender
Name of Lender
Name of Lender
Funding / Loan Type
Name of Lender
Amount Outstanding
Monthly Instalments
Credit Limit
Date of Final Instalment
Date of Final Instalment
Date of Final Instalment
Date of Final Instalment
Credit Limit
Credit Limit
Credit Limit
Monthly Instalments
Monthly Instalments
Monthly Instalments
Amount Outstanding
Amount Outstanding
Amount Outstanding
Name of Lender
Name of Lender
Name of Lender
Funding / Loan Type
Funding / Loan Type
Funding / Loan Type
Does the business owe any tax arrears to HMRC? Please provide details
VAT (details and amount)
PAYE (details and amount)
National Insurance (details and amount)
Corporation (details and amount)
Does a director/owner have adverse credit registered against them?
Is the business or directors/owners have legal claims or law suits?
SEND

SECTION 2

PERSONAL
INFORMATION

SECTION 3

BUSINESS
ASSETS

SECTION 4

BUSINESS
LIABILITIES

SECTION 5

BUSINESS
OBLIGATIONS

SECTION 6

BUSINESS  DOCUMENTS

To complete your submission please provide the following business documents by email
      
1. Last 3 years filed company accounts
      If you have a draft copy of your current trading year accounts, these would assist any application.

 2. 6 months Bank statements for the limited company applying for funds
 
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