Basic Information

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The Guide > Basic Information

Create a page-length table near the very front of the plan, ideally immediately after the contents page, to list all the basic particulars about your business - contact details, regulatory items, names of advisers, principal financiers etc. - as per the example below.

 

Basic Information about XYZ

Legal name and status of business:

 

Directors/partners/proprietors:

List and indicate positions. Distinguish between exec and non-executive directors.

Address of main office:

 

Addresses of other offices:

 

Address of registered office:

 

Main telephone:

 

Main fax:

 

Main e-mail

 

Website:

 

Name and address of parent company:

 

Business incorporation/registration date:

 

Business incorporation/registration number:

 

Business tax reference number(s):

 

Insert any other regulatory/license items here

 

Insert any other regulatory/license items here

 

Main shareholders:

List

Professional Advisers:

Give contact names (and positions), full addresses and other details for each below

- Auditors

 

- Legal advisers

 

- Bankers

 

- Patent (IPR) attorneys

 

- Financial/tax advisers

 

- Any other key advisers

 

Insert any other key items here

 

Insert any other key items here

 

 



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