INDIVIDUAL APPLICATION FOR SOLAR EQUIPMENT FINANCE
Applicant Type
Applicant Details
Title: - Initials: First Name: Surname:
Middle Name: Gender: - Race: -
Date Of Birth: Country of Birth: - Nationality: -
SA Identity Number: Income Tax Number:
Residential Address:
Nature of Residence: - Number of Years at current Residence:
Unit/Flat Number: Complex/Flat Name:
Street Name and Number: Suburb/Township:
Town/City: - Province: - Postal Code: -
Postal Address (If different from residential address)
PO Box Number: Suburb/Township: - Town/City: -
Province: - Postal Code: -
Contact Details:
Telephone (Home): Telephone (Work): CellPhone:
Facsimile: Email Address:
How best can we contact you?
Please Supply us with the latest financial statements of your business
Trading Name of Business if Sole Proprietor:
Business Address:
Vat Registration Number:
Relatives Details (Closest relative in SA not living with you):
Relationship: Contact Number:
First Name: Surname:
Profile Information
Maritual status Maritial contract type Date Married Under SA Law:
Number of Dependants: Ages:
Spouse Details:
First Name: Suname: Middle Name:
Date of Birth: Country of Birth: - Nationality: -
SA Passport Number(IF SA ID not available):
1. Are you a member of a political party or hold any 2. Do you hold any position in local or foreign government?
position of public
3. Does your office? require you to file a public asset
occupation 4. Are you a family member or close associate to any person
disclosure? mentioned above?
If the answer to any of these questions is "yes", Please complete Questionnaire
Employment Details
Educational - Type of Industry:
Qualifications:
Occupation Type: - Occupation: Business Activity:
Name of Employer: Period Of employment:
Address of Employer: Telephone:
Monthly Renumeration(please Supply proof of current monthly renumeration and any additional income)
Previous Employer: Telephone:
Period of Employment with previous Employer:
Banking Details
Name of - Branch Name: Branch Code:
Institute:
Type of Account: - Name of Account Holder:
Account number: Date Account Opened:
Home Ownership Details
Do you own Property? - Please Specify:
If Renting Please Provide Landlords Details
Contact Name: Contact Number:
APPLICANT: DATE: 2023/01/23
SECTION A
MONTHLY INCOME SELF SPOUSE NOTES
NET SALARY(net of tax, pension, deductions) R 0.00
ALLOWANCES (specify) R 0.00
COMMISSIONS R 0.00
INCOME FROM INVESTMENTS R 0.00
RENTAL INCOME R 0.00
OTHER R 0.00
TOTAL INCOME R 0.00
MONTHLY EXPENDITURE NOTES
RENT/LEVY
ELECTRICITY & WATER
RATES &TAXES
MAID/GARDENER
SECURITY SYSTEM
TELEPHONE
CELLPHONE ACCOUNT
GROCERIES/BUTCHER/FRUITS/VEG
DOCTOR/CHEMIST
MEDICAL AID SUBSCRIPTION
SCHOOL/UNIVERSITY FEES
ENTERTAINMENT/DINING/ETC
TV RENTAL/M-NET, ETC
CREDIT AGREEMENT REPAYMENTS*
TRANSPORT/PETROL/OTHER
MEMBERSHIP FEES
DONATIONS
LIFE ASSURANCE PREMIUM
INSURANCE PREMIUMS - SHORT-TERM
MAINTENANCE/ALIMONY
BUDGETED SAVINGS
OTHER
OTHER
OTHER
TOTAL EXPENDITURE
Deficit or Surplus
*DETAILS OF CREDIT AGREEMENT REPAYMENTS TO BE FURNISHED IN SECTION B - INCLUDES REPAYMENTS ON MORTGAGE
BONDS,INSTALMENT SALE AGREEMENTS, LEASES, CREDIT CARDS AND BOTHER CHARGE CARDS FROM RETAILERS.
SECTION
DETAILS OF CREDIT AGREEMENTS ENTERED INTO BY MYSELF:-
(INCLUDE INFORMATION ON MORTAGAE BONDS, INSTALLMENT SALE AGREEMENTS,
CREDIT PROVIDER ORIGINALLEASES, CREDIT CARDS, CHARGE
PRESENT CARDS FROM
MONTHLY
AMOUNT BALANCE REPAYMENTS
TYPE OF OUTSTANDING
FINANCE
TOTAL
* TOTAL MONTHLY REPAYMENTS ABOVE MUST AGREE TO CREDIT AGREEMENT REPAYMENTS IN SECTION A
DETAILS OF GUARANTEES/SURETYSHIPS SIGNED BY MYSELF:-
DATE OF PRESENT BALANCE
BENEFICIARY SURETYSHIP INSTITUTION DATE OF EXPIRY OUTSTANDING
TOTAL R 0.00
I hereby certify that all the informtaion provided herein is true and correct and all material omission or misstatement will give the
bank the right to withdraw from any credit agreement.
SIGNATURE
DATED AT : THIS DAY OF 20
NOTE: SALARY ADVICE AND ALL OTHER SUPPORTING DOCUMENTS TO BE ATTACHED TO THIS SCHEDULE. (Latest 3 months salary
advice,
3 months bank statements. For a Sole Proprietor: Annual Financial Statements, latest 3 months Bank Statements)
