Fillable Business Plan, Cash ow, and Asset and Liabilities (Complete FS)

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Business Plan, Cash ow, and Asset and Liabilities (Complete FS)

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The Business Plan, Cash ow, and Asset and Liabilities (Complete FS) form is 3 pages long and contains:

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Country of origin: UK
File type: PDF

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Page 1 of 3
Mortgage reference
Business Plan, Cash flow, and Asset and Liabilities
Property investment objective
To generate a sole source of income Capital appreciation
To generate an additional income stream Retirement planning
Other (please specify)
Operating model
Do you use a letting agent? Yes No
How do you manage void periods? Savings Income Surplus rental income Personal liquid assets
Other (please specify)
Portfolio strategy (please tick all that apply)
Property type House Bungalow Flat New build Multi-unit
Tenant profile (please tick all that apply)
Single tenancy agreement HMO Students Professionals Family
Personal details
Applicant 1
Applicant 2
Applicant 3
Applicant 4
Experience as a landlord
Experience as a landlord
Experience as a landlord
Experience as a landlord
years
years
years
years
Applicant/Directors
Details of voids in past 12 months
Page 2 of 3
Buy to let portfolio cashflow
Previous tax year Current tax year
Notes
Gross portfolio rental income
Expenditure
Gross mortgage payments
Letting fees
Legal and professional fees
Rent and service charge
Maintenance, repairs etc
Other
Total expenditure
Total net cashow
Tax liability up to date Yes No (If no please provide explanation)
Please provide detail of future plans for portfolio (including possible funding requirements from the Bank)
Assets
(e.g., cash, cash equivalents, commercial property values, current
residential property value, holiday homes, items of large material value,
ISAs (savings), pensions, shares, stocks, bonds, securities, vehicles)
Applicant
1, 2, 3, 4
or joint
Description £
£
£
£
£
£
£
£
£
Liabilities
(e.g., commercial property mortgages, credit cards, current residential
property mortgage, hire purchase, holiday home mortgages, loans,
maintenance, overdrafts, tax liabilities)
Applicant
1, 2, 3, 4
or joint
Description £
£
£
£
£
£
£
£
£
Total assets
Applicant 1 £
Applicant 2 £
Total liabilities
Applicant 1 £
Applicant 2 £
Total liabilities
Applicant 3 £
Applicant 4 £
Total assets
Applicant 3 £
Applicant 4 £
Page 3 of 3
For customer service and training purposes, calls with Kent Reliance for Intermediaries may be monitored and/or recorded.
krbs, Kent Reliance Banking Services and Kent Reliance are trading names of OneSavings Bank plc. Registered in England and Wales (company number 7312896).
Registered oce: Reliance House, Sun Pier, Chatham, Kent, ME4 4ET. OneSavings Bank plc is authorised by the Prudential Regulation Authority and regulated
by the Financial Conduct Authority and the Prudential Regulation Authority (registered number 530504).
25/KRFI/MKT000054-009
Declaration (please sign and complete)
Applicant 1
Full name
Signature
/ /Date
Applicant 2
Full name
Signature
/ /
Date
Applicant 3
Full name
Signature
/ /Date
Applicant 4
Full name
Signature
/ /
Date
In addition please also include the most recent month’s bank statement evidencing rent being received.
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Business Plan, Cash ow, and Asset and Liabilities (Complete FS)

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Completed 5 April 2021

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