Finance Credit Limit Survey
Finance Credit Limit Survey
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Prepared by |
[Your Name] |
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Date |
[January 1, 2051] |
Instructions
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Client Info: Review client details, including industry, current credit limits, and any provided information.
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Recommendation: Suggest appropriate credit limits based on creditworthiness and growth potential.
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Justification: Briefly explain each recommendation.
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Completion: Complete for all clients. Use "No Change" if no adjustments are needed.
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Submission: Send by [January 11, 2051] to [Your Email].
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Confidentiality: Keep the survey and client info confidential.
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Client Name |
Industry |
Current Credit Limit |
Recommended Credit Limit |
Justification |
|
[Client Name] |
Technology |
[$5,000,000] |
[$6,000,000] |
Strong financials, consistent timely repayments, and increased business volume. |
Recommendations:
|
1 |
Increase the credit limit for [Client Name] to [$6,000,000] to support their growing business and solid credit history. |
