Agreements

Asset Finance Agreement Documents

General

Document name

Description
PDFPayout essentials

To help in obtaining a speedy pay out please use this handy pay out checklist.

PDFPayout checklist

Use our checklist to make sure you’ve got everything you need before sending your pay out pack to us.

DocExample Supplier Invoice

To speed up the pay out process, we've produced this quick and easy guide to completing a supplier invoice.
It is essential you provide a copy of a cheque, paying in slip or bank statement for verification of the suppliers bank details on the invoice.

PDFTop 10 Fraud Tips for Asset Finance Brokers

Fraudsters are turning to ever-more sophisticated methods of defrauding businesses out of their money and a key tool in the prevention of this is awareness.

Hire purchase - regulated

For Regulated Hire Purchase agreements under £60,260 - you should complete the following documents with your customer:

Pre-contract information - to be retained by the customer
Adequate explanation sheet - to be returned with the agreement documentation

For Regulated Hire Purchase agreements over £60,260 - you must complete the documents with your customer face-to-face and on Trade Premises including:

Pre-contract information advance over £60,260 ONLY - to be retained by the customer
Hire Purchase Regulated Advance over £60,260 ONLY Checklist – to be returned with the document

 

PDFHire Purchase Regulated - Fixed Rate

PDFHire Purchase Regulated - Pre Contract Information 

PDFHire Purchase Regulated - Adequate Explanation

PDFHire Purchase Regulated – Advance over £60,260 ONLY (MUST be signed Face-to-Face and on Trade Premises)

PDFHire Purchase Regulated – Pre Contract Advance over £60,260 ONLY (MUST be signed Face-to-Face and on Trade Premises) Advance over £60,260 ONLY

PDFHire Purchase Regulated Advance over £60,260 ONLY Checklist (Must be signed Face-to-Face & on Trade Premises)

Lease

Please remember we do not offer finance lease for cars

Finance Lease – suitable for both Hard and Soft Assets
Fixed Term – suitable for Hard Assets as long as accompanied with a Repurchase Agreement, suitable for Soft Assets


For Hard Assets – use the finance lease document
For Soft Assets – use the Fixed Term or minimum term rental agreement

Document name

PDFFinance Lease - Unregulated

PDFFixed Term Lease - Unregulated

PDFFixed Term Lease - Regulated

PDFFinance Lease - Regulated

 

Loans - For Professional Use Only

Document name

PDFLoan Unregulated - Fixed Rate

 

Customer details needed

Non-limited company: 3 partners or less - all Partners must be named. 4 partners or more - Partners' names not needed
Limited company: List the Directors' names

For Intermediary Use Only

T&Cs will apply, subject to status and affordability. Any asset used as security may be at risk if you do not repay any debt secured on it.

  • Asset Finance
  • Intermediaries