Once you have decided on the investment opportunity of your choice, the amount you would like to invest and the terms that suit you, you can then proceed to the application process.
We have developed our application process with you, our investors in mind, making it both simple and secure. In keeping with our personal service approach, you can choose how you would like to apply – whether online or via post – and your relationship manager is always on hand to guide you.
Whichever option you select, the process can be completed quickly and easily, and the steps are outlined below. As ever, should you have any questions or require anything at any point, please do not hesitate to get in touch.
The application process
- Application form.This will be pre-populated and sent to you either via email from PandaDoc, a digital signature platform, or in hard copy in the post. This needsto be completed at your earliest convenience and will reserve your allocation in the investment of your choice.
- Anti-money laundering compliance. You will need to provide copies of both proof of address and proof of identity. These can either be uploaded directly to us via our websiteor scans/copies can be sent via email to firstname.lastname@example.org. If you have selected the postal option, they can be sent alongside your application in the pre-paid envelope.
We can accept copies of the following documents:
Proof of identity:
Valid UK passport, clearly showing all the text on the photo page
Valid UK photocard driving licence*
Proof of address
Valid UK photocard driving licence (*providing you have not used this as proof of ID)
Bank statement dated within the last 3 months
Utility bill dated within the last 3 months
Council tax bill dated within the last 12 months
- Funding your investment. Account details for each individual investment can be found in the corresponding application form. Payment can be made via cheque or bank transfer.
- Compliance call and bond certificate generation. The last step of the process is a recorded compliance call, during which we ensure that all the terms are understood, after which your bond certificates will be sent out to you via email and in hard copy.
To find out more about our current green investment opportunities enquire today. Please be aware that as with any investment product your capital is at risk. These investments are not covered by the FSCS and returns are not guaranteed.