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ONE STOP FINANCIAL SOLUTIONS FOR BUSINESS GROWTH
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Blog
About Us
Services
Asset Based Finance
Asset Suppliers
Bridging Finance
Working Capital
Invoice Discounting
Property Finance
Rent-to-Own
Insurance
Offerings
Contact Us
Mini Credit Paper
Mini Credit Paper
1
Company Details
2
Shareholding/Management Structure
3
History / Profile / Work
4
Reason for Purchase & Financial Impact
5
Transaction Details
Company Details
Trading Name
Registration Number
Trade Commencement Date
MM slash DD slash YYYY
Size of Business
0-5 million
5-10 million
10-20 million
20- 50 million
50+ million
Premise (Location and ownership details)
Owned
Rented
Concentrated Risk
Yes
No
Government/Muinicipal Contract
Yes
No
Industry
Shareholding Structure
List
(Required)
Shareholder Name
ID Number/Reg. No
Percentage
Add
Remove
Add as many as required.
Management Structure
List
Position
Years' experience in this specific field/industry
Qualifications and brief background on experience
Add
Remove
Add as many as required.
Business History/Company Profile
(Required)
How did the business start/how did the business develop over the past few years/what services and/or products do they offer/where are they based etc. (please be very specific and provide all the details).
Work Done Per Client
Client/Debtors Name
(Required)
Work Done
(Required)
Yes
No
Period working with client
0-1 year
1-2 years
2-3 years
3 years +
Work Done for Client
Monthly income generated?
Client/Debtor Name
Client/Debtor Name
This field is hidden when viewing the form
Reason for Purchase & Financial Impact
Reason for Purchase & Financial Impact
Expansion of fleet
Rental Replacement
Cost Saving/Replacement
Reason for expansion
What client/s will this asset/s service?
Where will this asset operate/routes travelled?
Expected monthly income from this additional asset
Expected monthly expenses from this additional asset
Estimate Installment: Wages: Maintenance/Repairs: Insurance: Other (Please Specify)
This field is hidden when viewing the form
Reason for Purchase & Financial Impact
2. Rental Replacement
What specific asset/s will be replaced?
What is the monthly rental payment as per bank statements (last 3 months)?
What client/s will this asset/s service?
Expected monthly income from this asset
Expected monthly expenses from this additional asset
This field is hidden when viewing the form
Reason for Purchase & Financial Impact
3. Cost Saving/Replacement
What asset from your entity asset register will be replaced?
Reason for the replacement
Is this asset still under finance
Yes/No, Where is the asset financed? What’s the monthly Installment? Finance period left:
Estimate instalment of the new asset
Monthly cost saving (instalment/fuel consumption etc.)
Transaction Details
Product Type
(Required)
Rental
Lease
ISA
Application Already submitted
(Required)
Yes
No
Preferred Period
(Required)
Deposit Available
(Required)
10%
15%
25%
25% and up
Application / Asset Price
(Required)
Asset Description and details
(Required)
Preferred Structure
(Required)
Special requests: Skip Payments
(Required)
Yes
No
Additional Securities
(Required)
Yes
No
Financial Analysis
Financial Ratios and Commentary
Bank Statement Analysis
Debtors and Creditors Analysis (Elaborate on any accounts in +120 days)
Final Recommendation
Has the client submitted this application to other financial institutions
Yes
No
List all funders/banks
Consent
Yes, I agree
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Finance Agent
Audrey Weber
Charl Mare
Louritz van der Schyff
Phillip Stander
Ryk van Rooyen
Toni Janse van Rensburg
Xavier Coetzee
Not Sure
