Congratulations, your project received a pledge from an extra funding partner. These funds are paid separately from your crowdfunds and you'll need to complete your funding wallet which you can find in the extra funding section of your project dashboard.

How do I set up my funding wallet?

You need to select the correct entity type for your wallet set up. If you choose the wrong entity we will need to reset your wallet, you are unable to do this yourself, so please select carefully.

BUSINESS WALLET

Set up as a Business wallet if you are a

  • Limited Company

  • Registered charity or entity WITH a Companies House registration

  • CIC - Community Interest Company

  • Community Benefit Society registered with the FCA

You will need the following documents, most of which you can find on your Companies House file here

  • Latest confirmation statement

  • Full incorporation document

  • An active Director's ID

  • Their AP01 director appointment letter or latest annual return (if not named on the incorporation document)

  • Person of Significant Control details

  • Shareholder PSC001 Notice of Person of Significant Control or latest annual return or Shareholder declaration (if not named on the incorporation document)

Business Document Guide

ORGANISATION WALLET

Set up as a Organisation wallet if you are a

  • Registered Charity or organisation and you DO NOT have a Companies House registration

  • Registered CIO

  • Constituted Group or Association

  • Local authority

What documents do I need to provide

  • Registration certificate - If you are a registered charity in England or Wales you can download it here.

  • Governing document (Constitution signed and dated)

  • A Trustee's / executive committee member ID

  • Document naming the Trustee / executive committee and their role (AGM or similar)

Organisation Document Guide

SOLE TRADER WALLET

If you do not have a Companies House registration number and are registered as self-employed with HMRC, please select 'sole trader'. Click here for the document guidance.

INDIVIDUAL WALLET

Very few partners accept individuals so please check the funding criteria carefully before adding as an individual.

Have I selected the right entity type?

Remember if you have a Companies House registration you must set up as a business even if you are also registered as a Charity.

I've selected the wrong wallet type, can you help?

YES... Just send us an email and we can reset your wallet so you can start again.

My document will not upload.

The maximum size of your uploaded is 7MB so you may need to reduce your file size if your current file exceeds this. You can use this free compress tool if your files are too big to upload

How long does it take to be verified?

It can take one to five working days for your documents to be verified. If your documents are not accepted you will receive an email. Please log in to your wallet to find out why the documents failed.

My documents keep failing, what can I do?

We cannot view your documents as they get sent directly to our payment provider. If your documents keep failing please email the support team, attaching all the documents you are uploading and we can advise.

When do I provide my bank details?

Once your documents have been verified by our payment provider, you will then be able to enter your bank details and upload a statement.

The details you enter in the bank section must match the bank document you upload. If it does not match the document will be rejected and you will be asked to try again.

Please check the following before uploading your statement.

  1. Name: In most cases this will be the organisation/business name. The only exception to this are individual wallets, or sole trader wallets that have registered their business in their personal name with HMRC

  2. Address: The address entered must match the postal address shown on the bank document. This could mean you will enter a treasurer or your accountant's address rather than the organisation address.

  3. Sort Code: Check the details match

  4. Account number: Check the details match

The uploaded document must be an photo, scan or PDF download of an official bank document showing:

  • Account holder name

  • The account holders address

  • Account number

  • Sort Code

  • We cannot accept screenshots.

How long do I have to set up my wallet?

You have 3 months from the date your project closes to set up your wallet.

I have received funding from more than one partner fund do I need to set up multiple wallets?

The wallet is set up against your project so you will only need to set up one wallet even if you receive funds from different partners.

Please message us if you need further assistance.

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