South West Loans Fund

South West Loans Fund - Enquiry Form

Contact Name:
Contact Telephone Number:
Date:
Contact E-mail:

1 - Business Information
Business Name:
Address 1:
Address 2:
Address 3:
Town:
County:
Postcode:
Tel:
Fax:
Mobile:
Email:
Website:

Business Activity:
No of Employees:
Annual Sales:
No of Years Trading:
Who referred you to this fund?
	LOCAL
	SWRDA
	BUSINESS LINK
	ACCOUNTANT
	BANK
	SOLICITOR
	BERR
	GOSW
	ENTERPRISE AGENCY
	PERSONAL CONTACT
	PRESS MEDIA
	OTHER
If other who referred you to this Fund?
Name of contact:

2 - Finance Sought
Purpose:
Amount required: £

3 - Eligibility and Appraisal
This enquiry form will help to establish whether your business is eligible for this Fund. If eligible a full appraisal will be undertaken by a Fund Manager and a completed application form and business plan will be required. Following e-mail of this form please await contact from our Fund Managers

Summary of Eligibility Criteria	No	Yes

1. Is your business based in or locating to the South West of England

2. Size of Business (is your business a small or medium sized business?) < 250 employees < €50m (£43m) or capital < €43m (£37m) - (calculated at an exchange rate of €1.15: £1.00)

3. Sector Characteristics Some businesses are ineligible because of the sector they operate within (See Eligibility). Please confirm your sector is eligible.

4. Growth and growth potential characteristics Does your business fulfil the following growth and growth potential characteristics? For the Cornwall & Isles of Scilly area Aspiration and attitude of the entrepreneur, owner / manager and senior management team Ability and capability of leadership team Desire to seek external finance Sound industry and sector knowledge Willingness to invest time and to pay for part of the programme Firms growing but lacking structures and processes Evidence of willingness to innovate Growth for a purpose For the rest if the South West (excluding Cornwall and Isles of Scilly) Aspiration and attitude of the entrepreneur, owner/manager and senior management team Ability and capacity of the leadership team Seeking external finance Evidence of a strong order book (possibly International Trade) Potential customer demand Sound industry and sector knowledge Growth for a purpose – i.e. linked with external business support Firms already growing who lack structures and processes Evidence of willingness and capacity to innovate

5. Solvent (Is your business solvent?) Does its assets exceed its liabilities? Is it able to pay bills as they fall due?

6. Policies Are you able to provide the following? Health and Safety policy Environmental policy Equal opportunities and Disability

7. Business Plan Do you have or are willing to produce, with your professional advisors, a business plan with growth aspirations?

8. Is the business able to show finance sought is not available from traditional funding sources?

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