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NDCU in the Community
"Through careful & ethical stewardship of our members’ resources, financial success is shared by members and the communities that we so strongly support."
NDCU in your Community
NDCU in your Community!
First Data

First Data
www.firstdatacanada.ca

Nelson & District Credit Union would like to help your business succeed in every way possible.
That is why we have partnered with First Data, a leader in payment processing solutions,
to offer you easy and affordable merchant processing programs to meet today’s consumer
demands.

Fast access and improved efficiency. All standard with First Data Merchant Services.

Credit Cards
Offer your customers more payment options by accepting credit cards including Visa®,
MasterCard®, American Express®, Discover®, Diners Club International® and JCB® credit cards.

Debit Cards
Debit transactions are the fastest growing form of electronic payment. This method of payment
is convenient for your customers and offers you faster checkout times and higher transaction
amounts.

EMV and PCI Compliance
Security of your transactions and customer card information is extremely important. With First
Data’s terminals you can be assured of having a compliant terminal with the latest Chip card
technology available.

Gift Cards
Build your brand and increase your sales with gift cards. Gift cards can bring in new customers
and gift card customers tend to spend more than just the value of the gift card.

Terminals
Accepting cards is easy for you and your customers with First Data’s innovative card
acceptance solutions. Whether you need a virtual terminal using your PC, a standalone terminal
or simply want to make a telephone transaction – we have the equipment and processing
capability you need to help your business.

Ask us how we can take your business to the next level!

Business Planner

This tool can help your business succeed by assisting you to analyze your business strategy, the market which you operate in, and your financial plan. At the same time, it will help us to better understand your business, your goals, and the role that your credit union can play in helping you achieve them.

The process is simple. Either print out the business plan and fill it in by hand, or take advantage of our interactive form and complete the PDF document online. In this case, please ensure that you have carefully read the instructions provided, explaining how to save and reload your document.

NDCU Interactive Business Planner - Download Now
(PDF - 1.07 MB)

Instructions on Saving and Reloading Business Planner - Download Now
(PDF - 23.6KB)

 

Instructions

1.1 Computer Requirements

To view and fill out the Savings and Credit Unions of B.C. 'Business Planner' on your computer you will need:

If you do not know whether the required software is installed on your computer (and you are using Windows), you can do the following:

Step 1: Click Windows Start

Step 2: Click Programs

Step 3: Look for a version of Adobe Acrobat or Adobe Reader. The version should be indicated after the name.

 

1.2 Using Acrobat Reader

Important User Information: If you use Acrobat Reader to fill out this form, the content you enter will not be saved on your computer by pressing the Save As key under the File option. This will save the PDF document only, and not the content that you have entered. If you cannot finish the form during one computer session, to avoid losing any of your work you can:

· Print the pages you have completed; or

· Save the content of your business plan by reading and following the instructions below carefully.


1.21 Saving your content

Step 1: Print out a copy of these instructions.

Step 2: Begin entering your information into the 'Business Plan' PDF document.

Step 3: When you wish to save your contents, scroll to one of the Load/Save Form icons and click your mouse. This icon can be found on the left hand side of each page.

Step 4: Choose Save and click your mouse.

Step 5: Under Save As, enter your file name - e.g. 'My Business Plan' - and click OK.

Step 6: After a short wait, the data (your business information) has now been saved. It is now safe to close the PDF document, or alternatively continue filling in the information.

Step 7: When you would like to save your file again, please scroll to one of the Load/Save Form icons and click your mouse. This icon can be found on the left hand side of each page.

Step 8: IMPORTANT: Type in the same name that you entered when you first saved the file - e.g., 'My Business Plan'. This is important as there is only space for one completed document to be saved. Click OK. If you have forgotten the original file name, then you can click on Cancel, and proceed to click on Load/Save Form again. Now move your mouse over Reload, and you will see the file name. Once you have the file name, click outside of the two boxes, and return to Step 7.

Step 9: A box will pop up stating 'Overwrite file name.' This will update your work. Click Yes and continue with filling out the form or closing the PDF document. Repeat Steps 7 to 9 whenever you wish to save your content.

Instructions for re-opening a file that you have previously worked on are just as simple.

Step 1: Open the 'Business Plan' PDF Document with no content.

Step 2: Scroll to one of the Load/Save Form icons and click your mouse. This icon can be found on the left hand side of each page.

Step 3: Click on Reload and choose your file by highlighting and clicking your mouse.

Step 4: After a short wait, you should see the contents that you had previously
entered. You can now continue with filling in your business plan information.


1.3 Using Adobe Acrobat

If you use Adobe Acrobat, and you would like to save the information that you have entered, you may:

· Print the pages you have completed;

· Save the content of your business plan by reading and following the instructions provided in Section 1.2 carefully; or

· Save content using the Exporting and Importing Form Data in the Acrobat Guide contained in the help menu of Adobe Acrobat.

 

1.4 General instructions on entering information in a form field

· Select the hand tool.

· Position the pointer inside a form field, and click. The I-beam pointer allows you to type text. The arrow pointer allows you to select or deselect a check box.

· After entering text or selecting a check box, do one of the following:

Press [Tab] to accept the form field change and go to the next form field.
Press [Shift+ Tab] to accept the form field change and go the previous form field.

· Check Boxes - Use your mouse to insert or remove a "check" in a check box or [Tab] to the box and press [Enter] to insert a "check." Press [enter] again to "uncheck" the box.

· Reset the Form - To clear all contents from the Business Plan select the Reset Form button. This icon can be found at the left hand side of each page. Alternatively, you can exit the Acrobat viewer without saving the file, and start again.

· Again, please note - Do not close the Business Plan 'PDF Document' while you are working on it. You will lose all the information you have entered

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