Business Plan Writing Service, Business Finance in Toronto

PERSONAL STATEMENT OF AFFAIRS

NAME:

AGE (DATE OF BIRTH):

EMPLOYER:

SINCE(MM/YY):

SPOUSE’S NAME:

AGE (DATE OF BIRTH):

EMPLOYER’S ADDRESS:

ADDRESS & SINCE (MM/YY):

AGE OF DEPENDENTS:

OCCUPATION:

PHONE (HOME):

FAX:

SPOUSE’S EMPLOYER:

Number of Dependants:

PHONE (OFFICE):

EMAIL:

FINANCIAL POSITION AS AT:
,20

ASSETS

CASH

Bank:

Amount:

Bank:

Amount:

LIQUID INVESTMENTS* (stocks, bonds, etc.)

Bank:

Amount:

Bank:

Amount:

Bank:

Amount:

Bank:

Amount:

RRSP’s

Bank:

Amount:

Bank:

Amount:

REAL ESTATE*

PRIMARY RESIDENCE

Amount:

PRIMARY RESIDENCE:

Amount:

PRIMARY RESIDENCE:

Amount:

LIFE INSURANCE*

CASH SURRENDER VALUE:

Amount:

PRIVATE INVESTMENTS

CASH SURRENDER VALUE:

Amount:

CASH SURRENDER VALUE:

Amount:

OTHER ASSETS

AUTOMOBILES:

Amount:

ACCOUNTS RECEIVABLE*:

Amount:

OTHER:

Amount:

Total assets:

LIABILITIES

BANK LOANS

Bank:

Amount:

Bank:

Amount:

Bank:

Amount:

Bank:

Amount:

CREDIT CARDS

Bank:

Amount:

Bank:

Amount:

Bank:

Amount:

MORTGAGES

Bank:

Amount:

Bank:

Amount:

INCOME TAXES

CURRENT/ARREARS:

Amount:

OTHER LIABILITIES (Accounts Payable*)

CURRENT/ARREARS:

Amount:

CURRENT/ARREARS:

Amount:

CURRENT/ARREARS:

Amount:

CURRENT/ARREARS:

Amount:

Total Liabilities :

Assets - Liabilities = Net Worth :

Total :

Indirect Liabilities* :

ANNUAL INCOME

SALARY, BONUS, COMMISSIONS:

INVESTMENT INCOME:

RENTAL INCOME (NET):

BUSINESS/PROFESSIONAL INCOME:

OTHER:

SPOUSE’S INCOME:

Total Income :

ANNUAL EXPENDITURES

PAYMENTS — BANK LOANS :

PAYMENTS — OTHER DEBT :

MORTGAGE (OR RENT) :

MUNICIPAL TAXES & HEATING :

INSURANCE PREMIUMS :

OTHER :

Total Expenditures :

*PLEASE SEE OVERLEAF FOR DETAILED BREAKDOWN

I HEREBY CERTIFY that all information provided is true and complete. I have no other undisclosed financial obligations and acknowledge the foregoing will be used to determine my creditworthiness. I authorize you to give to and obtain from persons with whom I have financial or other business dealings, and commercial and consumer reporting agencies, credit and other financially-related information about me. If I have supplied my social insurance number (SIN) in any application to you, you may treat my SIN as an integral part of that information and maintain it in your records about me. You may likewise use my SIN and communicate it and allow it to be communicated to those persons and agencies as an aid to identifying me. My deposit account may be charged with payments on the loan.

SIGNED AT:
this
day of
200

Upload Signature

PERSONAL STATEMENT OF AFFAIRS

HAVE YOU HAD ANY JUDGEMENTS OR LEGAL PROCEEDINGS AGAINST YOU?

Yes

PLEASE PROVIDE DETAILS

DO YOU HAVE ANY OTHER BUSINESS CONNECTIONS?

Yes

PLEASE PROVIDE DETAILS

HAVE YOU EVER BORROWED FROM OTHER BANKS OR FINANCIAL INSTITUTIONS>

Yes

PLEASE PROVIDE DETAILS

LIQUID INVESTMENTS — LISTED & UNLISTED STOCKS AND/OR BONDS OWNED

Option - 1

# OF SHARES/ BONDS PAR VALUE:

DESCRIPTION :

REGISTERED IN NAME OF :

LISTED :

PRICE :

MARKET VALUE :

Option - 2

# OF SHARES/ BONDS PAR VALUE:

DESCRIPTION :

REGISTERED IN NAME OF :

LISTED :

PRICE :

MARKET VALUE :

Option - 3

# OF SHARES/ BONDS PAR VALUE:

DESCRIPTION :

REGISTERED IN NAME OF :

LISTED :

PRICE :

MARKET VALUE :

NAME OF BROKER AND FIRM :

REAL ESTATE OWNED

Option - 1

LOCATION/DESCRIPTION :

TITLE IN NAME OF :

PURCHASE DATE :

COST :

PRESENT VALUE :

BALANCE :

RATE :

MATURITY :

PAYMENT :

CREDITOR :

Option - 2

LOCATION/DESCRIPTION :

TITLE IN NAME OF :

PUR-CHASE DATE :

COST :

PRESENT VALUE :

BALANCE :

RATE :

MATURITY :

PAYMENT :

CREDITOR :

Option - 3

LOCATION/DESCRIPTION :

TITLE IN NAME OF :

PUR-CHASE DATE :

COST :

PRESENT VALUE :

BALANCE :

RATE :

MATURITY :

PAYMENT :

CREDITOR :

Option - 4

LOCATION/DESCRIPTION :

TITLE IN NAME OF :

PUR-CHASE DATE :

COST :

PRESENT VALUE :

BALANCE :

RATE :

MATURITY :

PAYMENT :

CREDITOR :

Total Cost :

Total Maturity :

LIFE INSURANCE

Option - 1

FACE AMOUNT :

CASH SURRENDER VALUE :

LOANS :

BENEFICIARY :

COMPANY :

Option - 2

FACE AMOUNT :

CASH SURRENDER VALUE :

LOANS :

BENEFICIARY :

COMPANY :

SUPPORTING DETAILS OF ACCOUNTS RECEIVABLE

Option - 1

NAME :

AMOUNT :

PAYMENT :

FINAL PAYMENT DUE :

DESCRIBE COLLATERAL SECURITY :

Option - 2

NAME :

AMOUNT :

PAYMENT :

FINAL PAYMENT DUE :

DESCRIBE COLLATERAL SECURITY :

Total Amount :

Total Payment :

SUPPORTING DETAILS OF ACCOUNTS PAYABLE

Option - 1

CREDITOR :

AMOUNT :

PAYMENT :

FINAL PAYMENT DUE :

DESCRIBE COLLATERAL SECURITY :

Option - 2

CREDITOR :

AMOUNT :

PAYMENT :

FINAL PAYMENT DUE :

DESCRIBE COLLATERAL SECURITY :

Total Amount :

Total Payment :

INDIRECT LIABILITIES/GUARANTEES/ENDORSEMENTS

Option - 1

NAME OF GUARANTEED PARTY :

AMOUNT OF GUARANTEE/ENDORSEMENT :

DESCRIPTION OF SUPPORTING LIENS MORTGAGES ON PERSONAL ASSETS :

Option - 2

NAME OF GUARANTEED PARTY :

AMOUNT OF GUARANTEE/ENDORSEMENT :

DESCRIPTION OF SUPPORTING LIENS MORTGAGES ON PERSONAL ASSETS :

Info@BusinessPlanExperts.ca

PERSONAL STATEMENT OF AFFAIRS

FINANCIAL POSITION AS AT:,20

ASSETS

CASH

LIQUID INVESTMENTS* (stocks, bonds, etc.)

RRSP’s

REAL ESTATE*

LIFE INSURANCE*

PRIVATE INVESTMENTS

OTHER ASSETS

Total assets:

LIABILITIES

BANK LOANS

CREDIT CARDS

MORTGAGES

INCOME TAXES

OTHER LIABILITIES (Accounts Payable*)

Total Liabilities :

Assets - Liabilities = Net Worth :

Total :

Indirect Liabilities* :

ANNUAL INCOME

Total Income :

ANNUAL EXPENDITURES

Total Expenditures :

*PLEASE SEE OVERLEAF FOR DETAILED BREAKDOWN

SIGNED AT:thisday of200

PERSONAL STATEMENT OF AFFAIRS

LIQUID INVESTMENTS — LISTED & UNLISTED STOCKS AND/OR BONDS OWNED

Option - 1

Option - 2

Option - 3

REAL ESTATE OWNED

Option - 1

Option - 2

Option - 3

Option - 4

Total Cost :

Total Maturity :

LIFE INSURANCE

Option - 1

Option - 2

SUPPORTING DETAILS OF ACCOUNTS RECEIVABLE

Option - 1

Option - 2

Total Amount :

Total Payment :

SUPPORTING DETAILS OF ACCOUNTS PAYABLE

Option - 1

Option - 2

Total Amount :

Total Payment :

INDIRECT LIABILITIES/GUARANTEES/ENDORSEMENTS

Option - 1

Option - 2

Total Amount Of Guarantee/Endorsement :

Organization that have accepted our plans

Some of Our Affiliates

FINANCIAL POSITION AS AT:
,20

SIGNED AT:
this
day of
200