A guide to completing the Application Form
PRINCIPAL & INTEREST CBA FINANCE APPLICATION EXAMPLE - CORPORATE BORROWER
This guide has been prepared to provide you with assistance
in completing an application in the
Willmott Forests Premium Forestry Blend Project 2009 Product Disclosure Statement
Application Forms.
Should you require any further assistance, please
do not hesitate to contact our office on (03) 9696 1355.
Please note:- to print this document you need to select
‘document and markups’ in the ‘comment and forms’ option
on your printer parameters.
Disclaimer
This document contains general information and may constitute general advice. It
has been prepared without taking into account your objectives, financial situation
or needs. Therefore, you should, before acting on the advice consider the
appropriateness of the advice having regard to your objectives, financial situation
and needs. You should obtain a copy of the Willmott Forests Premium Forestry
Blend Project - 2009 Product Disclosure Statement and any supplementaries
before making any decisions about whether to invest in the Project. Nothing in
this document should be regarded as advice or a recommendation that any
investment is appropriate for any particular investor or class of investors.
EXAMPLE OF PRINCIPAL & INTEREST FINANCE APPLICATION
FOR CORPORATE BORROWERS
IF THE CLIENT DOES NOT WISH THEIR ADVISER
TO KNOW PERSONAL DETAILS GOING FORWARD
TICK HERE.
Mr
Dealer Group Name
John
Adviser
233215
2xx xxx
Dealer Stamp here
2 Address Road
Melbourne
03 222 333 0450 333 333
Email@email.com.au
Mr
Harry
Citizen
Bob
15 04 55
Harry and Sons Pty Ltd
000 000 000
55 Ab Street
Melbourne
03 96961355 0455 111111
Email@email.com.au
Director
3000
3000
2
You must remember to sign and witness this form
The witness must sign, and date same as applicant.
Harry Citizen
20 Aug 08
Harry Bob Citizen
For Willmott Forests use only
John Adviser
John Adviser
20 Aug 08
Mr
Harry
Citizen
Bob
15 04 55
555 555 555
55 Ab Street
Melbourne
10
03 96961355 0455 111111
Email@email.com.au
Harry and Sons Pty Ltd
Director
6 years
Full Time
Married
3
3000
Harry and Sons Pty Ltd
55 Bab Street
Mr Harry Citizen
Melbourne
3000
000 000 000
2
$10,000
Complete if required.
If you tick this box you will be required to pay the Loan Establishment Fee
and the Stamp Duty up front.
Company Statement
and Assets/Liabilities.
500,000
Melbourne
600,000
Melbourne
CASH IN BANK
25,000
Company Ute
60,000
Vehicle Loan
Business Value
1,875
300,000
500
20,000
2,375
320,000
100,000
Visa
2,000
785,000
(And audited Financial Statements of the Company)
Harry and Sons Pty Ltd
CBA to complete
Harry and Sons Pty Ltd
Mr Harry Citizen
Harry Citizen
Mr Harry Citizen
Harry Citizen
Mr John Adviser
Harry Citizen
John Adviser
20 Aug 08
20 Aug 08
Harry Bob Citizen
John Adviser
CBA to complete
CBA to complete
CBA to complete
CBA to complete
Note: please complete this section for Credit Card or Direct Debit Account
Harry and Sons P/L
ANZ
Harry Citizen
Harry Bob Citizen
20 Aug 08
011 000
000 000 000
Mr
Harry
Citizen
Bob
15 04 55
55 Ab Street
Melbourne
03 96961355 0455 111111
Email@email.com.au
Harry and Sons Pty Ltd
Director
6 years
Full Time
Married
3
3000
120,000
Melbourne
800,000
BHP
40,000
BMW
60,000
Melbourne
2,500
500,000
Vehicle Loan
500
20,000
3,000
520,000
Visa
2,000
900,000
Harry Citizen
Harry Bob Citizen
20 Aug 08
Harry Citizen
20 Aug 08
20 Aug 08
John Adviser
Mr John Adviser