Finance Credit Limit Survey 

Prepared by	[Your Name]
Date	[January 1, 2051]

Instructions

1. Client Info: Review client details, including industry, current credit limits, and any provided information.

2. Recommendation: Suggest appropriate credit limits based on creditworthiness and growth potential.

3. Justification: Briefly explain each recommendation.

4. Completion: Complete for all clients. Use "No Change" if no adjustments are needed.

5. Submission: Send by [January 11, 2051] to [Your Email].

6. 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.