<Insert Name of Proposed Company>

Business Plan

Background

The above company, <Insert Name of Proposed Company>, is promoted by ………………….

[To provide background information or a brief track record on the promoter. Promoter of the company
is normally the UBO of the Company. Regarding the background details on the promoter, the
following details should be included:

- Complete name
- Business occupation/profession
- Qualification
- Work experience and any expertise in relation to the business activities of the company]
- Source of wealthy

Purpose of company

The main purpose of the company is to hold investments…………………………….. [To provide

details on the proposed investments, i.e. where the company proposes to invest and the target
sectors, name, registered office and business activity of the investee companies]

The amount invested as at date is USD……………..

Financial forecast for the next 3 years are as follows:

Description   2020 2021   2022  Total  

Turnover  
Less  Cost  
Gross  Profit  
Other  Income  
Net  Income  
Less  Admin  Expense  

Finance Cost  
Profit  

Source of funds into the Company is from distributions received from its investments as and when
they are declared.

Source of income of the Company is from ……………………………………………

Signature: …………………………
Name: XXX
Director
Date: