IFISA Partner Application Form |

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IF ISA Partners Application Form

Thank you for considering rebuildingsociety.com Ltd as your IF ISA partner.

We have developed this online application to collect information about your business to inform our due diligence assessment.

When you are ready to submit your application, you will be invoiced the application fee of £5,000 + VAT and invited to pay online using Open Banking. Payment is to be received before your application can be fully considered.

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Application

1.Contact Details	[NOT STARTED]
2.Permissions and Business Details	[NOT STARTED]
3.Firm’s Details	[NOT STARTED]
4.Regulatory Status of Company	[NOT STARTED]
5.Firm Trading and Share Structure Details	[NOT STARTED]
6.Firm Financial Details	[NOT STARTED]
7.Business Structure	[NOT STARTED]
8.Product & Market Details	[NOT STARTED]
9.ESG Assessment	[NOT STARTED]
10.Existing System	[NOT STARTED]

1.Contact Details

Name of Main Contact Person:
Position:
Address:
Country:
City:
Postcode:
Telephone Number:
Mobile Number:
Email Address:

2.Permissions and Business Details

Is your business regulated in any jurisdiction:

Do you, or have you in the past, marketed your assets to UK consumers?

Have you ever been issued an enforcement notice or any such warning from the Advertising Standards Authority (ASA) or Financial Conduct Authority (FCA), or any other regulatory body, for any promotions or adverts that you have published in the past?

To fully assess your application, we will need to review your white paper.
Please upload the most recent version of your whitepaper here.

3.Firm’s details

Business Name:
Trading Name used or intended to be used by your firm:
Please list any other names that your firm has previously used:
Country of Incorporation:
Location of Head Office:
Legal Status:
Incorporation Date (Ltd Co’s Only):
Registration Number:
Company Accounting Period:	From: To:

#	Director Name	Director Position / Department
1

Company Website URL:
Registered Address:
Is your trading address different from the above?
Trading address:

5.Firm Trading and Share Structure Details

Is your company part of a group or does it have any links with any other businesses?

#	Company Name:	Registration Number:
1

Please detail the share structure of the firm:

#	Name of Shareholder	Shareholding	Share Type
1

6.Firm Financial Details

Please describe how your business earns its revenues:

Total budgeted income for the next 12 months:
Income from other regulated activities:
Income from non-regulated activities:

Approximate value of Cash ISA AUM:
Approximate value of Stocks & Shares ISA AUM:
Approximate value of Direct Lending AUM:

8.Product & Market Details

As a percentage of your overall existing client base, to what extent are they:

	Restricted Investors
	Certified Sophisticated Investors
	High Net Worth Investors
	Not Applicable

As a percentage, to what extent of your target client base are they:

	Restricted Investors
	Certified Sophisticated Investors
	High Net Worth Investors

What is the average net return for your existing clients?

In the past what have been your primary channels of client acquisition? Please provide estimate percentage.

	Social Media
	Traditional Media
	Pay per Click
	Client Referrals

Referred business.

Please be aware that ‘refer-a-friend’ marketing may no longer be incentivised, however, you may work with affiliates and market comparison sites under an approved agreement.

What percentage of your sales come from 3rd party referrals?

Please describe the types of third parties that you work with.

Do you have an agreement with these third parties?

If yes, please upload a template agreement: