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Berkeley | Apply Now

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To get started with one of our comprehensive finance solutions, please fill in the following application form.

A member of our dedicated finance team will be in touch shortly.

Berkeley Trade Finance Proposal Form

Proposal Form for Trade Finance Applicants

Step 1 of 5

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CLIENT INFORMATION
Business Name:*
Trading Name:*
Address*
Address Line 1 Address Line 2 City State / Region / Province ZIP / Postal Code Country
Tel:*
Fax:
Email:*
Contact name:*
Position:*
Registered No:
Registered Office:
Date established:
Type of business:
List all parent, subsidiary and associated business:
Directors and/or partners (list all names and home addresses):
Nominal share capital:
Issue share capital:
Shareholders (list names plus % shares held):

BANKING & FINANCE
Bank:*
Bank account No:*
Sort Code:*
Name of financiers:*
Address*
Address Line 1 Address Line 2 City State / Region / Province ZIP / Postal Code Country
Account:*

TRADING INFORMATION
Terms of sale (i.e. 30 days net, etc.):*
Terms of purchase:*
Shipping items (i.e. FOB, CIF):*
Do you hold a credit insurance policy? If yes, with whom?*
Sales ledger balances (to end of last month):*
Number of debtors:*
Number of debtors with outstanding balances:*
Forecast UK trade turnover (next 12 months):*
Forecast export trade turnover (next 12 months):*
Countries exported to:*
Currency used:*

CUSTOMER DETAILS

List all customers you intend trading with under this proposed arrangement with Sterling Trade Finance:
Name:*
Address:*
Address Line 1 Address Line 2 City State / Region / Province ZIP / Postal Code Country
Reg No:*
Credit limit required:*
Name:
Address:
Address Line 1 Address Line 2 City State / Region / Province ZIP / Postal Code Country
Reg No:
Credit limit required:
Name:
Address:
Address Line 1 Address Line 2 City State / Region / Province ZIP / Postal Code Country
Reg No:
Credit limit required:
Name:
Address:
Address Line 1 Address Line 2 City State / Region / Province ZIP / Postal Code Country
Reg No:
Credit limit required:
Name:
Address:
Address Line 1 Address Line 2 City State / Region / Province ZIP / Postal Code Country
Reg No:
Credit limit required:
Name:
Address:
Address Line 1 Address Line 2 City State / Region / Province ZIP / Postal Code Country
Reg No:
Credit limit required:
Name:
Address:
Address Line 1 Address Line 2 City State / Region / Province ZIP / Postal Code Country
Reg No:
Credit limit required:

RECENT SALES ANALYSIS

Last six completed months:*

Month	No of Invoices (UK)	UK Sales (inc. VAT) £	No of Invoices (export)	Export Sales £	No of Credit Notes	Value of Credits

Copy of certificate of incorporation*
Most recent audited and management accounts*
Terms and condition of sale and purchase*
Any company literature*
Copy of latest bank statement*
Copy of memorandum and articles of association*
Copy of most recent VAT return*
Completed sample of invoice, credit note, delivery note*
Aged debtors and aged creditors listing*
Copy of directors passports and recent utility bill*
STATEMENTS AND DECLARATION
Please give details of all occasions when any of the partners/directors have been adjudicated bankrupt or made an arrangement with creditors or have been a director of business in liquidation/receivership/administration. Please also give details of all Court Orders made against you, your business, partners and directors.

To get started with one of our comprehensive finance solutions, please fill in the following application form.

A member of our dedicated finance team will be in touch shortly.

Berkeley Trade Finance Proposal Form

Step 1 of 5

CLIENT INFORMATION

BANKING & FINANCE

TRADING INFORMATION

CUSTOMER DETAILS

RECENT SALES ANALYSIS

STATEMENTS AND DECLARATION

Financing Solutions

Additional Services