Statements

How often are statements issued, and can I get one on request?

You do not have to wait for a statement to land — your portal lets you generate one whenever you need it. Here is when statements appear and how to get a copy on demand.

On request, any time

Sign in to your portal and you can produce a current statement of account for any of your loans on the spot, then download or print it as a PDF with selectable text. This is the quickest way to get an up-to-date record — for your accountant, your own files, or a finance application.

At key points in the loan

We also make a statement available at the moments that matter: when the loan is drawn down, and when it is settled or closed. If your account ever falls into arrears, we will keep you informed in writing as part of supporting you back on track.

No charge for a reasonable request

There is no fee for a statement of account or a copy of your Business Loan Agreement when you ask for one through the portal or the Forms & Requests page. If you need a document in large print or another format, just say so.

If you have closed your account, you can still ask for a copy of the closed-account record during the period we are required to keep it — see how long we keep your records. For what is on a statement, see how to read your statement of account. This relates to lending to a body corporate, outside FCA consumer-credit regulation under Articles 60B and 60L FSMA RAO 2001; the Financial Ombudsman Service and the FSCS do not apply.

See also: Can I get a statement for a custom date range?, How do I find an old statement in my history?, Can I give my statement to my accountant or bookkeeper?.

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