Papers a bank or lender asks for. A projection is an estimate on assumptions supplied by management; it is not audited. The firm does not arrange loans or act as a loan agent.
What the work covers
- CMA data
- Projected profit and loss account and balance sheet
- Stock and book-debt statements
- Net-worth and turnover certificates for a bank
- Utilisation certificates, where a CA certificate is asked for
Documents usually needed
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The exact list depends on the facts. Send documents only after the office confirms the scope, and never send passwords or OTPs.