Banking Questionnaire
Purpose:
To summarise all the essential information that we need to carry
out a free of charge banking review.
It may need some research to extract all the information but it
is worth doing if you want to know whether your current arrangements
can be improved and by how much. We need to understand all
your banking arrangements to give accurate advice.
For groups of companies, businesses or accounts we need details
of the total group to give accurate advice, not to mention that
larger operations tend to pay lower tariffs so we need to know
the true size of the total operation.
The product of the free review will be an advice as to the range
of the total annual savings/benefits achievable plus a quotation
for a full report that will detail how these savings/benefits
can be achieved complete with a professional back-up service to
direct and assist your negotiations. Our quotations are
geared such that all jobs should more than pay for themselves
in the first year of savings/benefits.
Instructions:
Please click on one of the links below to download our Banking
Questionnaire.
E-mail Version:- Banking Questionnaire (RTF-318k).
This file will take less than 5 minutes to download. This
version is suitable for returning as an e-mail attachment. Please
click on above link and save to file when download is complete.
Postal Version:- Banking Questionnaire (PDF-51k).
This file will take less than a minute to download. This version
is for print purposes and can only be returned by post. Please
click on above link and save to file when download is complete.
Please fill in all sections relevant to your banking.
The questionnaire can be downloaded or printed and filled in off-line.
Completed questionnaires can be e-mailed, faxed or posted.
Please ensure that contact details are given so that we can clarify
any information and know who to send the results to.
Completing and submitting this questionnaire puts you under no
obligation.
* - please delete to reflect your answer.
Thank you for completing the questionnaire. Now please
send it to us for a free of charge evaluation.
