Sole Trader Business Bank Account Questionnaire
Hello! Thank you for choosing me!
Please note that my fee is only $660TTD to prepare your Cash Flow Projections, letter of request, business profile for a Sole Trader Business Bank Account.
I require full payment to start working on your documents.
For payment I accept bank transfers in all major banks in Trinidad and Tobago.
You will receive a first draft of your documents via email two (2) days after payment. I can print and send your final documents straight to you via TTPost Fast Track.
Yours faithfully,
Antoinette Sydney LLB LEC CAMLFC CFRMP
Email: sydney@asydneygroup.com
YouTube: http://www.youtube.com/c/AntoinetteSydney
Office # 373-1166 (WhatsApp)
Office Hours: Monday to Thursday 8am to 2 pm.
Thank you and Blessings in Abundance.
Please respond to the following questions.
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1.Which Bank do you want to open your Business Bank Account?
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2. Please State the Branch of the Bank that you want to open the account in?
3.Do you have a Business Stamp?
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4.What is your full name?
5.What is your WhatsApp number?
6.What is your Instagram name?
7.Do you have 2 valid forms of Identification?
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8.What is the registered name of your Business?
9.What date was your business registered?
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10.What is your Business address as stated on your Business Registration Certificate?
11.Do you have a Utility Bill in your name for your Business Address?
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12.What is your Residential address as stated on your Business Registration Certificate?
13.Do you have a Utility Bill in Your name for your Residential Address?
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14.What are four (4) products or services that your business sells?
15.What is the Selling Price for Product #1 or Service #1?
16.What is your Cost Price for Product #1 or Service #1?
17.How many customers purchase product #1 or service #1 in one month?
18.What is the Selling Price for Product #2 or Service #2?
19.What is your Cost Price for Product #2 or Service #2?
20.How many customers purchase product #2 or service #2 in one month?
21.What is the Selling Price for Product #3 or Service #3?
22.What is your Cost Price for Product #3 or Service #3?
23.How many customers purchase product #3 or service #3 in one month?
24.What is the Selling Price for Product #4 or Service #4?
25.What is your Cost Price for Product #4 or Service #4?
26.How many customers purchase product #4 or service #4 in one month?
27.How much do you spend on Data Plan for Your Business Phone for 1 month?
28.How much do you spend on Rent for your store or booth for 1 month?
29.How much do you spend on Utilities for your Business for 1 month?
30.How much do you pay yourself as a Salary for 1 month? (The bank insists that I include a salary for you)
31.How much do you pay an assistant as a Salary for 1 month?
32.How much do you spend in transport or fuel for 1 month?
33.How much do you spend on packaging or bags for 1 month?
34.How much do you spend on Office Supplies for 1 month?
35.How much do you spend on Insurance 1 month?
36.How much do you spend on Cleaning Supplies 1 month?
37.How much do you spend on social media advertising in 1 month?
38.How much do you spend to send deliveries or courier services in 1 month?
39.Please State if you have any other Business Expenses. State the type of expense and the amount.
40.Please state the names of 2 of your business Suppliers (I have to state at least 2 suppliers for the bank)
41. Please state 4 areas in Trinidad and Tobago where your customers live, for example Arima, Arouca.
42. What is your estimated monthly income for your business?
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43.How would you describe the nature of your business?
44.What is the mission statement of your business?
45.What are your operating days and hours?
46.What are your delivery options?
47.What is your separate email address for your business?
48.What is your general expertise/training/background/area of experience?
49. State the name and the estimated value your business assets such as computers, equipment, vehicles etc
50.Do you need a Linx Machine (Point of Sales Terminal) with your business bank account?
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51.Please state your mailing address and contact number in the event the TTPost courier needs further directions, you will receive a call.
52.How did you learn about Antoinette Sydney or Sydney Group?
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53.Please provide the name the person who referred you to me so I can thank them personally.
54.What is your preferred method of communication for updates from Antoinette Sydney?
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A copy of your responses will be emailed to the address you provided.
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