Help & Guidance

Need some help to get you started and manage your business? Access our useful business tools and guides.

Use our FAQ section to find plenty of useful information

Business Help Centre

Visit our Business Help Centre, where you will find help and guidance on how to use the range of services available to you.

Frequently Asked Questions.

Find out additional information on some of the services we provide like Payment Templates, SEPA and more here.

Useful Business Guides/Forms.

Information booklet for Small Medium Enterprises in Financial Difficulty

These are challenging times and your business may be experiencing financial difficulties. This booklet sets out the steps to support you in resolving your financial pressures.

Format: PDF File size: 1.9M

Practical Guide to Starting your own business

Use our guide to help you get started.

Format: PDF File size: 646.5K

Helping you to prepare your Business Credit application

Check our practical guide to see what you need to apply for finance.

Format: PDF File size: 2.3M

Business Plan Guidance (published by CCABI & IBF) Format: PDF File size: 168.4K

Cash/Coin Requisition Form

For all cash/coin order submissions, please complete the online form.

Format: XML File size: 3.5K

Account opening booklet

Sole Trader/Partnership application form

Format: PDF File size: 760.8K

Account opening booklet

Company Business application form

Format: PDF File size: 754.8K

FATCA and CRS Certification Form for Business Customers Format: PDF File size: 513.8K

Tools.

Asset Liability Template

Use our Asset Liability template to profile your assets and liabilities

Format: DOC File size: 92K

Business Plan Template

Use our Business Plan Template to create your own business plan.

Format: DOC File size: 380.5K

Cashflow Planner

Financial planning tool essential for your business budgetary process.

Format: XLS File size: 71K

Cashflow Planner for Farmers

Use our cashflow planner to manage your farm finances.

Format: XLS File size: 71K

Calculator

Invoice Finance Calculator

We have designed an Invoice Finance Calculator to demonstrate what level of funding an invoice finance facility can generate for your business.

Business Articles, Research & Videos.

Visit our supporting online tools for useful hints & tips for your business: