Free Finance Credit Limit Survey Template
Finance Credit Limit Survey
|
Prepared by |
[Your Name] |
|
Date |
[January 1, 2051] |
Instructions
-
Client Info: Review client details, including industry, current credit limits, and any provided information.
-
Recommendation: Suggest appropriate credit limits based on creditworthiness and growth potential.
-
Justification: Briefly explain each recommendation.
-
Completion: Complete for all clients. Use "No Change" if no adjustments are needed.
-
Submission: Send by [January 11, 2051] to [Your Email].
-
Confidentiality: Keep the survey and client info confidential.
|
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. |
