Banking
Financing application preparation
Organised documentation support for credit, investment and trade-finance applications.
Overview
Credit, investment and trade-finance documentation support; no lending or approval promises.
Who this service is for
Businesses preparing to approach lenders or investors
Traders who need trade-finance documentation
Owners who need a clear information pack for funding conversations
How the process works
1
Review the funding purpose and the provider's requirements
2
Collect and organise financial and company documents
3
Prepare the application pack and supporting schedules
4
Review the final pack with you before you submit
Typical documents checklist
- Company and ownership documents (indicative)
- Financial statements or management accounts
- Bank statements held by the company
- Business plan and cash-flow forecast
- Trade documents for trade-finance requests
This checklist is indicative only and is not a promise of universal requirements. We confirm what applies to your case during the consultation.
Pricing
Professional service feesOur coordination and preparation fees, set out in a tailored quotation after a short consultation.
Government, bank & third-party chargesOfficial fees and third-party costs are listed separately, so you can see exactly what goes where.
We are not a bank, lender or financial adviser. Account opening and financing decisions are made independently by each institution and are not guaranteed.
Common questions
No. We are not a lender and cannot promise financing. We help you prepare documentation to present to lenders and investors.
You decide how and to whom the application is submitted. We prepare the pack and can coordinate where appropriate.