A clearer funding brief.
Your client relationship respected.
A specialist starting point for established UK company clients arranging invoice finance, investing through asset finance or considering a substantial business loan.
Discuss your requirementStart with the
commercial situation.
If your client is planning equipment or fleet investment, seeking substantial growth borrowing or reviewing an invoice-finance facility, a defined funding discussion may be useful.
Explain the requirement without sending confidential client records at the outset. Agree your role, the client’s authority and the relevant information-sharing arrangements before an introduction progresses.
NBS acts as a broker and introducer. A route may involve a lender or another specialist intermediary; clarify who would be involved before any onward disclosure.
Enough context
to identify the next question.
- The client’s sector and trading profile
- Approximate requirement, purpose and relevant date
- For a review: current facility size and main concern
- Your role and whether the client has authorised an introduction
Do not send identifiable financial records or client documents before the purpose, permissions and suitable sharing route are established.
Clear expectations.
No assumptions.
Is a referral fee available?
Any adviser-referral remuneration, duties and disclosures must be discussed and agreed separately. NBS does not charge the client a broker fee.
Will NBS contact the client directly?
Agree the contact arrangement and client authority before an introduction. State whether the adviser should remain involved and what information may be shared.
Can you guarantee a route?
No. A useful initial discussion may identify relevant questions or a possible route, but provider appetite, scope and terms require assessment.
What if the facility should stay where it is?
Staying or renegotiating should remain a valid outcome where the commercial position supports it.
The relevant
next question.
Discuss the situation.
Before sending the documents.
Brief commercial context first.
No confidential client records required.