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. |
| |
| |
