USEFUL RESOURCES

In order to make your life a little easier, we’ve compiled a range of useful resources that you can download, print and submit with your application. These are detailed below in alphabetical order.

You do not have to use all of these templates if you don’t want to – for example, you may prefer to build your business plan via Outset Online, or using another template of your own making. However, we do recommend reviewing all of these documents prior to submitting your application so you get a sense of the level of detail we expect.

The two items with a single asterix (*) are mandatory agreements that you will definitely need to print and sign along with your application. 

Please also note that we’ve provided links to some of our key customer policies for your reference, which you do not need to print or sign – these are simply for your reference. 


Click on the links below to download each document:

  • Business plan: blank template & guide >>
    If using this document, we strongly suggest you also download the “Guide” PDF from the same page and look at the “How to write a business plan” below.
  • Cash flow forecast >>
    A Cash Flow Forecast is a tool for recording how much money you are likely to have coming in and out of your business at any point. You will be required to submit a Cash Flow Forecast with your application.
  • Personal Survival Budget template >>
    A Personal Survival Budget calculates how much of your monthly income is left over after you’ve paid all of your bills and expenses. You will be required to submit a Personal Survival Budget with your application.

Ready to get started? Register now