Application Forms & Documents
Essential forms and documents required as part of your commercial finance application.
To ensure your finance application is processed as efficiently as possible, we require certain forms to be completed and returned before or during the application process. These documents help us understand your financial position, comply with regulatory requirements, and present your case in the strongest possible light to prospective lenders.
All forms can be requested by contacting our team. We are happy to guide you through the completion of any document and answer any questions you may have.
Required Forms
Assets & Liabilities Statement
Required for all property finance and most business lending applications.
A comprehensive overview of your personal and/or business assets and liabilities. This document is required by most lenders as part of their credit assessment process and provides a snapshot of your overall financial position.
Key Information to Include:
- List all property, investments, savings, and other assets with current values
- Detail all mortgages, loans, credit cards, and other liabilities with outstanding balances
- Include joint assets and liabilities where applicable
- Ensure figures are current and accurate as of the date of completion
Terms of Business Agreement
Required before we commence work on any instruction.
Our formal agreement outlining the terms under which Aberdeen Corporate Finance provides its brokerage services. This document sets out our obligations to you, your obligations, our fee structure, and the basis on which we operate.
Key Information to Include:
- Details our scope of service and the basis of our advice
- Sets out the agreed fee structure and payment terms
- Outlines confidentiality obligations and data protection measures
- Must be signed by all parties before we submit your application to lenders
Business Finance Application Form
Used for business loans, asset finance, and invoice finance applications.
A structured application form designed to capture the key information lenders require when assessing a business finance proposal. Completing this form thoroughly helps us prepare a stronger submission on your behalf.
Key Information to Include:
- Company details, trading history, and ownership structure
- Details of the funding requirement — amount, purpose, and preferred terms
- Summary of current financial position and existing facilities
- Director and guarantor information where personal guarantees are required
Data Protection Consent Form
Required for compliance with UK data protection legislation.
In accordance with GDPR and data protection regulations, this form authorises Aberdeen Corporate Finance to process your personal and business data for the purpose of arranging commercial finance on your behalf.
Key Information to Include:
- Authorises us to share your information with prospective lenders
- Covers credit reference agency searches where applicable
- Outlines your rights under GDPR including right of access and erasure
- Details our data retention policy and security measures
How to Submit Your Forms
Request
Contact us to request the relevant forms for your application type. We will advise which documents are needed.
Complete
Fill in the forms as thoroughly and accurately as possible. Contact us if you need guidance on any section.
Data Security
All personal and financial information submitted to Aberdeen Corporate Finance is handled in strict accordance with GDPR and UK data protection legislation. Your data is stored securely and is only shared with prospective lenders with your explicit consent. Please refer to our Privacy Policy for full details.
Need Help With Your Application?
Our team is available to guide you through the forms and documentation process. Contact us for assistance or to request any of the forms listed above.
Contact Our Team