Business Form – Ethical Financing Solutions in New Zealand

Loan Details

Is the Application for?*

New Business

Existing Business

Purpose of the Loan:*

Total Price:

Your Deposit:

Finance Required:*

Preferred Terms (Years):

Repayment Frequency:

BUSINESS DETAILS

Have you already registered the company to operate the business?

Yes

OTHER EMPLOYMENT

Is any of the Director has additional employment other than the business?

Yes

INCOME & EXPENSES

Company Income

Sales:

Frequency:

Interest:

Frequency:

Dividend:

Frequency:

Commissions:

Frequency:

Grants & Subsidies:

Frequency:

Other Investment Income:

Frequency:

Management Fee:

Frequency:

Rental Income:

Frequency:

Others (specify):

Amount:

Frequency:

Total Income:

Frequency:

Company Expenses

Direct Cost:

Cost of Sales:

Frequency:

Operation Cost:

Salary/Wages:

Frequency:

Rent & Rates:

Frequency:

Utilities:

Frequency:

Insurance:

Frequency:

Vehicle Running Cost:

Frequency:

Advertisement & Promotions:

Frequency:

Finance Cost:

Funding / Interest Charges:

Frequency:

Equipment Rental:

Frequency:

Others:

Others (specify):

Amount:

Frequency:

Total Expense:

Frequency:

Surplus Or Deficit:

Frequency:

ASSETS & LIABILITIES

Business Assets:

Type:

Value:

Total Asset Value:

Business Liabilities:

Credit Card:

Current Owing:

Repayment:

Frequency:

Store card:

Current Owing:

Repayment:

Frequency:

Overdraft:

Current Owing:

Repayment:

Frequency:

Loan:

Current Owing:

Repayment:

Frequency:

Hire Purchase:

Current Owing:

Repayment:

Frequency:

Others:

Current Owing:

Repayment:

Frequency:

Total Liabilities:

Net Asset Value:

ADDITIONAL INFORMATION AND DECLARATIONS

ATTACHMENTS

File acceptable- PDF, DOC, JPG, JPEG, PNG, EXCEL, CSV. Maximum file size for each attachment 25MB.

Director 1

Title:

First Name:*

Middle Name:

Last Name:

Date of Birth:*

Current Address:*

Suburb

Town

Post Code

Current Living Arrangement:

Time at Current Address:*

Time at Current Address Months:*

Previous Address:

Suburb

Town

Post Code

Previous Living Arrangement:

Time at Previous Address:

Time at Previous Address Months:

Contact Number:*

Contact Number Work:

Email:*

Residency Status:*

Visa Expiry Date:*

Lived at NZ 2 years or more continuously?

Yes

Marital Status:

Employed Spouse

Yes

Type of Employment

Director 1

Income

Salary/Wages:

Frequency:

Self Employed/Business Income:

Frequency:

Pension/Super/Regular Annuity:

Frequency:

Overtime Allowance:

Frequency:

Commissions:

Frequency:

Child Support:

Frequency:

Rental Income:

Frequency:

Investment Income:

Frequency:

Other (specify):

Amout:

Frequency:

Total Income:

Frequency:

Expenses

Mortgage/Rent:

Frequency:

Utilities:

Frequency:

Food and Groceries:

Frequency:

Vehicle Running Costs:

Frequency:

Insurance:

Frequency:

Recreation:

Frequency:

Education:

Frequency:

Child Support:

Frequency:

Other (Specify):

Amount:

Frequency:

Total Expense:

Frequency:

Surplus Or Deficit:

Frequency:

Director 1

Assets

Type:

Value:

Total Asset Value:

Liabilities

Credit Card:

Current Owing:

Repayment:

Frequency:

Store card:

Current Owing:

Repayment:

Frequency:

Overdraft:

Current Owing:

Repayment:

Frequency:

Loan:

Current Owing:

Repayment:

Frequency:

Hire Purchase:

Current Owing:

Repayment:

Frequency:

Others:

Current Owing:

Repayment:

Frequency:

Total Liabilities:

Net Asset Value:

Director 1

Identity Document:

Passport*

Driver License Front

Driver License Back

Payslip Copy 1

Payslip Copy 2

Payslip Copy 3

Job Contract/Employment Letter

Personal Bank Statement:

Please Click Here To Submit Bank Statements Online

The most recommended option to submit the bank statement is via online as it provides the TO-DATE statement which is essential. Auto Generated Bank Statements don’t show the transaction details till the date of application often.

OR

3 Months Bank Statement:

Upload Pdf

Proof of Address:

Any Letter, bill, etc

Director 1

Current Occupation:*

Current Employer:*

Current Employment Type:*

Current Time at Employment:*

Current Time at Employment Months:*

Previous Occupation:

Previous Employer:

Previous Employment Type:

Previous Time at Employment:

Previous Time at Employment Months:

THANK YOU FOR YOUR APPLICATION

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Loan Details

BUSINESS DETAILS

OTHER EMPLOYMENT

Director

INCOME & EXPENSES

Company Income

Company Expenses

Direct Cost:

Operation Cost:

Finance Cost:

Others:

ASSETS & LIABILITIES

Business Assets:

Business Liabilities:

ADDITIONAL INFORMATION AND DECLARATIONS

Guarantees

Previous Default History

Insurance Payments

How you learnt about us?

Alternative Contact

Consent

Comments

ATTACHMENTS

For Start Up Business: (Please Attach the Relevant Documents)

For Franchise Purchase Business: (Please Attach the Relevant Documents)

For Vehicle/Asset/Equipment Purchase Business: (Please Attach the Relevant Documents)

For Others Business: (Please Attach the Relevant Documents)

For Working Capital Business: (Please Attach the Relevant Documents)

For Business Acquisition Business: (Please Attach the Relevant Documents)

For Vehicle/Asset/Equipment Purchase Business: (Please Attach the Relevant Documents)

For Debt Consolidation Business: (Please Attach the Relevant Documents)

For Others Business: (Please Attach the Relevant Documents)

SUBMISSION

Director 1

Director 1

Income

Expenses

Director 1

Assets

Liabilities

Director 1

Identity Document:

Personal Bank Statement:

OR

3 Months Bank Statement:

Proof of Address:

Residential Document:

Residential Document:

Residential Document:

Residential Document:

Date of Arrival:

Property Rates:

Debt Consolidation:

Director 1

THANK YOU FOR YOUR APPLICATION

Progress Saved

Account Details Saved