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*COVID-19 update: We are offering telephone or video consultations for all new clients in order to discuss your needs. Find the latest COVID-19 information available for your business.

What documents do I need when I am applying for a loan?

I am applying for a loan through the SBCI COVID-19 working capital loan scheme. What documents do I need to get ready?

When applying for the SBCI COVID-19 working capital loan scheme each bank will be slightly different, but we would expect you will need to be ready with the below documents:
  1. A detailed business plan
  2. Management Accounts 
  3. Accounts certified/ audited by your accountant
  4. Cashflow Forecast - download a free template here
  5. Aged Debtors Listing
  6. Aged Creditors Listing
  7. Tax Clearance Certificate
Find out more about the loan schemes available to SMEs here 
Date Published 15/04/2020

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