How To Apply Application Process

To apply for a facility we need some basic practice information.

Please fill the Application Form:-

A most recent full years practice Accounts.
If your accounts are nearing 10 months old we would like some up to date management figures too.
Proof of ID for the Partners / Directors completing the Application Form.
Proof of practice Bank details - a copy of a paying-in slip, bank statement or cheque.

As soon as we receive the information we shall put the file together for approval based on a funding limit you have discussed with your Business Managers and confirm approval to you as soon as possible. As soon as approval is granted we will send you the Legal Trading Agreement(s) between your business and ours and a DD Mandate form. This is so that we have your bank details for settlements due to you and for you to take over the remaining DD’s due from a client that has defaulted.

Upon receipt of the signed documents we will issue your Sales Manager with your system access codes and he will make arrangements to visit you again to re-cap on how to use the system and access the information.

Remember you are not left alone, we will all always be available to help with any part of the process.

PRACTICE INFORMATION

Business name:*

Practice status:*

Trading address:*

Registered number:*

Formation date:*

Registered address:
(if different from above address)

Telephone:*

Fax:

Website:

E-mail address:*

Affiliated with:*

Upload affiliation
certificate:*
(file size should be less than 1 MB)

Introducer code:

KEY PERSONNEL

Number of equity
Partners/Directors:*

Number of fee earners/
Salaried partners:*

EQUITY PARTNER 1/DIRECTOR

Full name:*

Registered home address:*

EQUITY PARTNER 2/DIRECTOR

Full name:

Registered home address:
(if different from above address)

Practice manager:*

Contact number & Email:*

BANKERS

Account number:*

Sort code:*

To ensure this information is accurate and that we pay funds in the correct account, please provide either a copy bank statement or confirm these details on your bank's letter-head.

Upload:*
(file size should be less than 1 MB)

Practice Profile

Turnover:*

Debtors:*

90 days + Debtors:*

A full set of your most
recent accounts:

If your accounts are over 10 months old, we need copy of your most recent management figures

Upload management
- figures copy:*
(file size should be less than 1 MB)

A guarantee may be required for LLP and Limited Companies

Formal proof of ID such as a Driving License:*
utility bill, driving license,
bank statement)
(file size should be less than 1 MB)

Practice authorized signatory (Optional second signature)

In considering your application we may search your credit record at credit reference agencies. They will add details of the search and your application to the credit reference record.

By submitting this application you acknowledge that you are authorizing a credit check by Orchard Funding Limited or a nominee of Orchard Funding Limited.

REQUEST MORE INFORMATION

Your funding requirement* Professional fee
School fee

Your name* Email*

Phone number* School name*

Company name*

Subject* Description

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