APPLICATION FORM Fields marked with a * are required. 1. GENERAL INFORMATION A. COMPANY NAME * B. LOCATION OF HEAD OFFICE * C. DATE OF REGISTRATION/INCORPORATION D. COMPANY, IPS OR CHARITY NUMBER E. CONTACT PERSON F. TELEPHONE * * * * * G. EMAIL 2. INVESTMENT REQUIREMENTS A. HOW MUCH WOULD YOU LIKE TO BORROW? * B. OVER WHAT TIME PERIOD WOULD YOU PREFER? C. WHAT IS THE FINANCE REQUIRED FOR? * * 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: 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.