APPLICANT INFORMATION
{{company_name}}
{{company_address}}
Phone: {{phone}}
Email: {{email}}
Website: {{website}}
Date of Application: {{date_of_application}}
Legal Business Name: {{legal_business_name}}
Trading Name (if different): {{trading_name}}
Business Registration Number: {{business_registration_number}}
Date of Incorporation/Commencement: {{date_of_incorporation}}
Business Type (e.g., Sole Proprietor, Partnership, Pty Ltd): {{business_type}}
Primary Industry: {{primary_industry}}
Nature of Business Activity: {{nature_of_business_activity}}
CONTACT PERSON(S)
Main Contact Person Name: {{main_contact_person_name}}
Title: {{main_contact_person_title}}
Email: {{main_contact_person_email}}
Phone: {{main_contact_person_phone}}
Accounts Payable Contact Name: {{accounts_payable_contact_name}}
Accounts Payable Email: {{accounts_payable_email}}
Accounts Payable Phone: {{accounts_payable_phone}}
CREDIT REQUIREMENTS
Desired Credit Limit: {{desired_credit_limit}}
Purpose of Credit: {{purpose_of_credit}}
Anticipated Monthly Purchases: {{anticipated_monthly_purchases}}
BANKING INFORMATION
Bank Name: {{bank_name}}
Bank Address: {{bank_address}}
Account Name: {{account_name}}
Account Number: {{account_number}}
Branch Code: {{branch_code}}
Bank Contact Person (Optional): {{bank_contact_person}}
Bank Contact Phone (Optional): {{bank_contact_phone}}
TRADE REFERENCES
Please provide details of three (3) trade references with whom your company has established credit.
Reference 1: Company Name: {{reference_1_company_name}}, Contact Person: {{reference_1_contact_person}}, Phone: {{reference_1_phone}}, Email: {{reference_1_email}}, Account Number (Optional): {{reference_1_account_number}}
Reference 2: Company Name: {{reference_2_company_name}}, Contact Person: {{reference_2_contact_person}}, Phone: {{reference_2_phone}}, Email: {{reference_2_email}}, Account Number (Optional): {{reference_2_account_number}}
Reference 3: Company Name: {{reference_3_company_name}}, Contact Person: {{reference_3_contact_person}}, Phone: {{reference_3_phone}}, Email: {{reference_3_email}}, Account Number (Optional): {{reference_3_account_number}}
FINANCIAL INFORMATION
Annual Turnover (Last Financial Year): {{annual_turnover_last_year}}
Annual Turnover (Current Financial Year Projection): {{annual_turnover_projection}}
Net Worth: {{net_worth}}
Does your company prepare audited financial statements? {{audited_financial_statements_yes_no}} (If yes, please attach the latest audited statements.)
Are there any outstanding judgments, bankruptcies, or liquidations against your company or its directors? {{outstanding_judgements_yes_no}} (If yes, please provide details.)
OWNERSHIP / DIRECTORS / PARTNERS
List all principal owners, partners, or directors (attach separate sheet if necessary).
Name: {{owner_1_name}}, Title/Position: {{owner_1_title}}, % Ownership: {{owner_1_ownership_percentage}}
Name: {{owner_2_name}}, Title/Position: {{owner_2_title}}, % Ownership: {{owner_2_ownership_percentage}}
TERMS AND CONDITIONS
By submitting this application, I/we hereby authorise {{creditor_company_name}} to make enquiries as it deems necessary to assess our creditworthiness, including but not limited to contacting the above-listed references and obtaining credit reports from credit bureaus. I/we certify that the information provided in this application is true and correct to the best of my/our knowledge and belief.
I/we understand that standard payment terms are {{standard_payment_terms}} days from the date of invoice, unless otherwise agreed in writing. Overdue accounts may be subject to interest at a rate of {{overdue_interest_rate}}% per annum from the due date until paid in full.
I/we agree to notify {{creditor_company_name}} in writing of any material changes to the information provided in this application.
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