Buyer Request for Financial Statements to be viewed

Buyer Request for Financial Statements

Thank you for reaching out regarding the submission of financial statements. We understand that sharing sensitive financial information can be a significant decision, and we are here to guide you through the process.

The link or digital questionnaire you received is a product of Trade Shield (Pty) Ltd, which is being utilized by **(Insert Our Client Name)**. If you choose to attach your financial statements to the digital questionnaire, please note that these documents will be used in an assessment by Trade Shield. This assessment will ultimately lead to a credit limit recommendation for your account with **(Insert Our Client Name)**. Once submitted, your financial statements will be accessible to both Trade Shield and **(Insert Our Client Name)**.

If you prefer not to share your financial statements through the digital questionnaire, we recommend one of the following options:

1. Direct Engagement: You can engage directly with **(Insert Our Client Name)** to inform them that you will not be sharing your financials. In this case, please attach an alternative document to the digital questionnaire stating your decision. It will then be at the discretion of **(Insert Our Client Name)** on how they wish to proceed with your credit limit increase.

2. Schedule an Online Call: Alternatively, you may schedule an online call with Trade Shield for a manual assessment of your financial statements. Our Key Account Manager (KAM) can coordinate this meeting with you and one of our credit executives. Following this assessment, we will provide **(Insert Our Client Name)** with an out-of-system credit limit recommendation, which they can use to make an informed decision regarding your account.

Please keep in mind that for the purpose of our assessments, we only consider Annual Financial Statements.

If you have any further questions or need assistance with the process, please do not hesitate to reach out. We are here to help!