Business Plan Requirements - kbc

To enable us to assist you with the development of your business plan, please make sure that you have the following information ready:

• Brief CV's on all Members/Shareholders/Directors
  

• Copies of ID’s of all Members/Shareholders/Directors
  

• Statements of assets and liabilities of all Members/Shareholders/Directors
  

• Surrender values of all endowment policies of all Members/Shareholders (where applicable)
  

• Business Registration Documents
  

• Personal details of third party sureties (where applicable)
  

• Copy of lease agreement or title deed or lease intent
  

• Financial statements for the past two years (applicable for existing business only)
  

• Latest Management Accounts (applicable for existing business only)
  

• Details of market research conducted – who are your potential and existing customers?
  

• Quotations of all items/assets required
  

• Details of all staff members including their qualifications, expertise and experience.
  

Once you have all of the above listed information, you are welcome to submit a finance enquiry online and one of our consultants will contact you.

We will be willing to assist you with any questions you might have. Please complete the following document/template in order fast track the process.