Business Advisory Services Scheme

BusinessAdvisoryServices Scheme

[Assistancefortheengagementofadvisors]

ApplicationForm

For Office Use Only:

Reference Number:

Date and Stamp received by the

Corporation:

Notes to Applicants

a)This Application Form is to be compiled by undertakings requesting support through Business Advisory Services.

b)The Application has to be compiled in adherence of the Incentive Guidelines which can be downloaded from the Corporation’s website.

c)All entries in this application must be clearly explained and substantiated.

d)This Application Form and any attached documents will be treated as confidential in terms of Articles 21(4), 21(5) and 21(6) of Malta Enterprise Act, Chapter 463 of the Laws of Malta. The information contained in this application form will be processed by Malta Enterprise and may be forwarded to third parties appointed by Malta Enterprise to administer, implement, monitor or audit any part of this incentive. You have the right to access, rectify, and, where applicable, the right to erase personal data concerning you. Malta Enterprise guarantees fair processing in respect of your personal information. Malta Enterprise will solely send you information related to the Corporation’s services.

e)Any missing information or annexes could lead to a rejection of the application.

f)The following Check List may be used to help you confirm that all the required documentation has been attached to this Application Form:

i)Copy of VAT Certificate (if Applicant owns a VAT number)

ii)de minimis Aid Declaration Form - downloadable from the Scheme’s website (duly filled in and signed)

iii)Copy of Identification Card. This is required if the applicant is a self-employed person and when the applicant is a start up enterprise.

g)A complete application (including all supporting annexes) must be submitted to Malta Enterprise either by hand in a sealed envelope or by registered post. The Application Form must be addressed to:

Malta Enterprise

Business Advisory Services Scheme

Gwardamangia Hill,

Pieta` MEC 0001

Malta.

1. Applicant Details

1.1Registered Business Name/Name of Applicant Click here to enter text.

Registered Name: The registered name of a company is the named specified in the Memorandum and Articles of Association registered with the Malta Financial Services Authority. Partnerships and co-operative societies should enter the name as specified in a valid deed of partnership. Self Employed persons should list the full name (first name and surname) as listed on their official identification document.

1.2Type of Business Click here to enter text.

1.3Identification NumberClick here to enter text.

Registration Number: The registration number is the official registration number of the company or partnership is in terms of the Companies Act, Chapter 386 of the Laws of Malta. Co-operative societies should enter their official registration number in terms of the Co-operatives Societies Act, Chapter 442 of the Laws of Malta. Self Employed should enter their Identity Card Number.

1.4VATNumber (Optional)Click here to enter text.

1.5Registered AddressClick here to enter text.

1.6Telephone Number Click here to enter text.

1.7Web AddressClick here to enter text.

1.8Contact Details

1.8.1Name and Surname Click here to enter text.

1.8.2DesignationClick here to enter text.

1.8.3E-mail AddressClick here to enter text.

1.8.4Mobile NumberClick here to enter text.

1.10 Summary of Business Activity

Click here to enter text.

1.11 Employment and Turnover Data of Applicant (if applicable) / 2017
Number of Full-Time Employees
Number of Part-Time Employees
1.12 Turnover as per last audited accounts / Insert Year
Amount

1.13Single Undertaking Details

Does the applicant undertaking have at least one (1) of the following relationships with another undertaking?

  1. one undertaking has a majority of the shareholders’ or members’ voting rights in another undertaking.
  1. one undertaking has the right to appoint or remove a majority of the members of the administrative, management or supervisory body of another undertaking.

Choose an item.

  1. one undertaking has the right to exercise a dominant influence over another undertaking pursuant to a contract entered into with that undertaking or to a provision in its memorandum or articles of association.
  1. one undertaking, which is a shareholder in or member of another undertaking, controls alone, pursuant to an agreement with other shareholders in or members of that undertaking, a majority of shareholders’ or members’ voting rights in that undertaking.

e.Owns more than 50% shareholding in another undertaking.

Choose an item.

If you replied 'yes' to one or more of the above (Section 1.12), complete the table below with details of all undertakings falling under the definitions of single undertaking.

Name of Undertaking / No. of Full Time employees engaged for year 2016 / No. of Full Time employees engaged for year 2017 / Turnover Amount 2014
€ / Turnover Amount 2015
€ / Balance Sheet Amount 2014
€ / Balance Sheet Amount 2015
€

1.14State Aid

Has the applicant applied or been granted any aid for the cost items related to this application?

Choose an item.

Applicants should attach the de minimis Aid Declaration Form to this application. The template of this declaration can be downloaded from the Scheme’s website.

2. Assistance Required

2.1From the areas below indicate the ONE you feel would fit best the business advisory services required:

Choose an item.

Details of each Business Advisory area is given below

StrategicConsulting

Business Development -Reviewofbusinessmodel-Exploringnewrevenuestreams-Exit-sale-succession planning

BusinessStartUpSupport

Assistanceinconvertingideasintoabusinessstructure-Settingfinancialtargets-Cashflowplanning-Admin andoperationalsystems

BusinessPlanAssistance

IndustryandCompetitiveanalysis- FinancialPlanning-Returnoninvestment-SWOT analysis

ProcessesandSystemsImprovement

Improvingoperationalprocesses-Managementinformation-Budgeting andvariances -Changemanagement

Environmental Audits

Guidance on waste reduction and disposal – Potential cost savings – Advice on regulations

SalesandMarketDevelopment

Marketingplan-Gapanalysis-Internationalizationguidance-Tradeopportunities-Marketresearch

QualityCertificationandImprovement

Diagnosisofcurrentoperations-Identificationofneedsforcertification-Assistanceincertificateattainment

HumanResourcesManagement

IdentificationofHRneeds-Employeerelations-Performancemanagement

IndustrialSpaceAudit

Industrialspacereview-Process optimization-Identificationofinefficiencies

ProductandServiceDevelopment

Assistanceincomingupwith Innovativesolutions-Identificationofinnovativeproductsorservices-Quantifying risksandopportunities.

2.2Describe the issues you would like the business advisor to address. Please provide all the details possible so as to enable Malta Enterprise to appoint the most appropriate advisor.

2.3Whatresultsareyouexpectingtoachievefrom theadvisoryservicesrequested?

3. Declarations

3.1Arrears

The applicant has no arrears with respect to VAT, Income Tax, Social Security and rental payments to Government in relation to this business activity.

3.2Personal Data Protection

Personal information provided in this form will be processed in accordance with the Data Protection Act, Cap 440 of the Laws of Malta and shall be treated in the strictest confidence.

Information provided in this form will be processed by Malta Enterprise to assess the applicant’s eligibility, for the approval or otherwise of assistance under this scheme, for monitoring implementation of aid granted.

The undersigned consents Malta Enterprise to share information provided in this application with Government Entities or the European Commission where this is strictly necessary for the proper administration of this incentive or where legally required.

The undersigned hereby authorises Malta Enterprise Corporation to process the data contained in this form for the purpose stated above and declare that the information on this form and any other supporting documents given with this application is correct to the best of the undersigned’s knowledge.

3.3Cumulation of Aid

The undersigned declares that aid approved under this incentive is in line with the terms and conditions set out in the Incentive Guidelines and in line with Cumulation Article 8 of the Commission Regulation (EU) No 651/2014 of 17 June 2014 declaring certain categories of aid compatible with the internal market in application of Articles 107 and 108 of the Treaty.

3.4Double Funding

The undersigned confirms that there has not been any approval or has been granted any public funding, financing or fiscal benefit in respect to the cost items included in this request for aid and will not seek funding or fiscal benefits for these cost items through other National and/or European Union measures. Such measures may include:

  • Schemes administered by Malta Enterprise, the Planning and Priorities’ Coordination Division (PPCD), the Measure and Support Division, the Tourism and Sustainable Development Unit (TSDU), Jobsplus, the Malta Council for Science & Technology (MCST), the Regulator for Energy and Water Services (REWS) and government funded schemes operated by other entities (such as JAMIE financial instrument).
  • Schemes funded through ERDF, ESF, Cohesion Fund, TEN-T Budget, EAFRD, EFF, LIFE+; Horizon 2020 and other European Union programmes/instruments.

3.5Outstanding Recovery Order

The undersigned confirms that the applicant is not subject to an outstanding recovery order following a previous Commission decision declaring an aid illegal and incompatible with the internal market should be excluded from the scope of this Regulation.

3.6State Aid Exclusions

The undersigned confirms that the undertaking is not engaged in primary production activities (such as agriculture and aquaculture) in line with Section 5 of the Scheme’s Incentive Guidelines.

  1. Signatures

Name of Applicant (full legal name)
Name and Surname of signatory authorized to represent the Applicant
Designation
Signature & Applicant Undertaking Stamp (if available)
Date / Click here to enter a date.