Fact Finder for Business Lending

Company Name*
Trading Name*
Trust Details*

Date of Trust*
ABN Number
ACN Number

Settlor Name
Names of Beneficiaries

Address of Business

Postal Address

Contact Name
Email Address

Work Phone*
Home Phone*
Work Fax*

Type of Business
No. of Employees
Business Start Date

Insurance Details
Phone

Insurance Contact
Email

Accountant
Phone

Accountant Contact
Email

Full Name*
Date of Birth*

Mobile Number
Driver's Licence No
State

Issue Date
Expiry Date
Medicare Card No

Number of Children
Names of Children
Date of Birth (Children)

Address of Director 1

Previous Address (If Less Than 3 Years)

Owned/Rented/Mortgaged
Overdraft Limit

Full Name*
Date of Birth*

Mobile Number
Driver's Licence No
State

Issue Date
Expiry Date
Medicare Card No

Number of Children
Names of Children
Date of Birth (Children)

Address of Director 2

Previous Address (If Less Than 3 Years)

Owned/Rented/Mortgaged
Overdraft Limit

Name of Account
Bank Details

BSB
Account No

Data Input By
Date

Amount Borrowing

Purpose of the Borrowing

Details of the Asset

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