SCHOOL LOAN APPLICATION FORM (FORM IFL/CRM/004)

Transcription

1 SCHOOL LOAN APPLICATION FORM (FORM IFL/CRM/004) 1.SCHOOL DETAILS Name: Type of Company (please check one): Limited Liability [ ] Enterprise [ ] Other [ ] Tax Tin No: Date Established: Date established: GES Certificate #: Head Master/Mistress: Physical Address: Premises: Owned, Fully paid for [ ] Owned, Partially paid for [ ] Rented [ ] Telephone (Mobile 1): Mobile 2: Fixed Line: Other Economic Activities (if any): 2.TREND IN POPULATION Current year One year ago Two years ago Students/pupils* Teaching staff Non-teaching staff 3.TREND IN CASH FLOW Current year One year ago Two years ago Fees Text books Exercise books Other Total

2 4. DETAILS OF STUDENT/PUPIL POPULATION & FEES Nursery N1 N2 N3 Primary KG P1 P2 P3 P4 P5 P6 Junior High School Year 1 Year 2 Year 3 Senior High School Year 1 Year 2 Year 3 Year 4

3 5. SCHOOL BOARD OF DIRECTORS DIRECTOR 1 DIRECTOR 2 Name Place/date of birth Nationality Board Responsibility # of years in above position # of years with school Academic background Professional background Telephone(s) Fixed line Mobile phone 1 Mobile phone 2 Residential address Accommodation rented or owned Mailing address (Box #) address ID type(passport/dr licence/voter s ID) Place/ Issue date Expiry date Religion/place of Worship 6. BANKING RELATIONSHIP DETAILS Current Bankers Bank Branch Name of Authorised Signatories

4 7. SOURCES OF FUNDING (For the past Two Years) Name of Lending Institution Nature of Finance Total Amount Status 8. NEW FUNDING REQUIREMENTS Loan Amount Requested (GH ) Term ( in months) Proposed installment (GH ) Purpose: Proposed Collateral: 9. DIRECTOR S PERSONAL GUARANTEE Relationship: [ ] Executive Director [ ] Non-Executive Director No. of years Acquainted: Nationality: Place of Work: Monthly Income: ID Type (Passport/D License/Voter ID): Loan Facilities: ID Number: Religion/Place of Worship: Telephone (Home): Office: Mobile:

5 10. GUARANTOR Relationship with Client: Nationality: Monthly Income: Loan Facilities: ID Type (Passport/D License/Voter ID): No. of years Acquainted: Place of Work: Total Emolument Workplace Address/Location: ID Number: Religion/Place of Worship: Telephone (Home): Office: Mobile: 11. WITNESS Relationship with Client: Place of Work: Telephone ( Mobile): No. of years Acquainted: Nationality: 12. DECLARATION In support of our loan application, we set out the above information, which is true and correct to the best of our knowledge. We understand that if any of the information we have provided proves to be false, it will lead to the automatic decline of our application. I consent to IDEAL FINANCE LIMITED, in connection with this loan application, making such enquiries about my affairs as it deems fit, including relations/operations with our bankers and Credit Reference Bureau. I will also be available for further discussions on my request, if need be. I am aware that a dishonoured cheque is a criminal offence and punishable by law. A fee of GH shall be charged by I DEAL FINANCE LIMITED for any dishonoured cheque. I understand that legal action will be taken against me if my cheques are dishonoured. We have attached the following documents in support of our application (check relevant boxes) Certificate of incorporation GES certificate Relevant pro-forma invoices Cash flow projections/assumptions 3 yrs audited accounts Tenancy Agreement Certificate of commencement of business Latest management accounts 1 yr bank statements from all bankers Projected Bal sheet/p&l account for 2 yrs Business Operating Permit (e.g. AMA) For Office Use Only Received By: Position: Date Received By: Position: Date