What documents do I need?



When you book a meeting with your business advisor, they'll request that you bring a few documents to support your credit application, such as:


  • Financial statements for the last 2 years of business
  • Recent business and personal tax returns
  • A business plan, if your business is new or starting up
  • Two pieces of valid photo ID
  • Any other documents your advisor may request for due diligence

For full details on what to bring to your meeting review our business credit application document checklist (PDF, 160 KB) Opens in a new window.