APPLICATION FORM
Fields marked with a * are required.
1. GENERAL INFORMATION
A. COMPANY NAME
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B. LOCATION OF HEAD OFFICE
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C. DATE OF REGISTRATION/INCORPORATION
D. COMPANY, IPS OR CHARITY NUMBER
E. CONTACT PERSON
F. TELEPHONE
*
*
*
*
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G. EMAIL
2. INVESTMENT REQUIREMENTS
A. HOW MUCH WOULD YOU LIKE TO BORROW?
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B. OVER WHAT TIME PERIOD WOULD YOU PREFER?
C. WHAT IS THE FINANCE REQUIRED FOR?
*
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D. WHEN DO YOU NEED A COMMITMENT BY?
*
E. HOW DO YOU PROPOSE TO MEET REPAYMENTS OF FINANCE PROVIDED?
3. SOCIAL IMPACT AND PERFORMANCE
A. PLEASE PROVIDE BRIEF OUTLINE (SOCIAL IMPACT REPORT TO BE
COMPLETED)
*
4. BUSINESS AND OPERATION
A. PLEASE PROVIDE OUTLINE OF YOUR ORGANISATION AND ITS MAIN TRADING
*
ACTIVITY
5. BUSINESS TYPE
I. SOCIAL ENTERPRISE - “BUSINESS WITH PRIMARY SOCIAL OBJECTIVES WHOSE
SURPLUS IS PRINCIPALLY REINVESTED FOR THE PURPOSE IN THE BUSINESS OR IN
THE COMMUNITY, RATHER THAN BEING DRIVEN BY THE NEED TO MAXIMISE PROFIT
FOR SHAREHOLDERS AND OWNERS. “(DEPARTMENT OF BUSINESS, INNOVATION &
SKILLS)
II. REGISTERED CHARITY – INCOME GENERATING ACTIVITY OF A CHARITY WITH
BORROWING CAPABILITY WITH RING FENCED FINANCIAL SOURCES AND USES.
6. LEGAL FORMS
I. COMPANY LIMITED BY GUARANTEE (CLG)
II. COMPANY LIMITED BY SHARE – PRIVATE (CLS)
III. COMMUNITY INTEREST COMPANY, LIMITED BY GUARANTEE (CIC)
IV. COMMUNITY INTEREST COMPANY, LIMITED BY SHARES (CIC)
V. INDUSTRIAL & PROVIDENT SOCIETY
VI. COMPANY LIMITED BY SHARES
VII. OTHER – PLEASE SPECIFY BELOW:
7. UPLOADS
Please upload the following documents. You can download a template for the
Social Impact Report as a Word Document.
I. COMPLETION OF BII SOCIAL IMPACT REPORT
II. LAST 3 YEARS FINANCIAL ACCOUNTS, INCLUDING NOTES SECTION
III. LATEST YEAR TO DATE MANAGEMENT ACCOUNTS (P&L AND BALANCE SHEET)
WHAT'S NEXT
We will contact you shortly to discuss your application, please do have the
following available to present on request:
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Business plan – outlining the business model and purpose, details of
management and board, opportunities, market research and
experience, plan for next 1-5 years, marketing, and customer base all
supported with financials
Estimated projections for current financial year and 2 years financial
projections in excel format
Copies of the last 2 board/trustee meeting minutes
Mini Biographies of the Management Team, Directors, trustees and
principal shareholders.
By clicking ‘Submit Application’ I certify that the information and
documentation that has been supplied to Big Issue Invest Limited in support
of the applicant organisation is correct and that all the material particulars
have been disclosed.