The application process for finance is simple and can be completed in a few minutes. When applying for finance you will need complete the following steps on the Satago platform:
- KYC and AML check: information about the majority shareholders including full name, date of birth and home addresses
- Bank Verification: a read-only connection to your business bank account to verify the most recent 6 months of bank transactions (find out more about bank verification with Open Banking)
Your account manager will then request the following documents:
- Full company accounts
- Latest management account information (including Profit & Loss, Balance Sheet, Sales Ledger and Creditor list)
- Last 6 months' business bank statements in PDF format
Please be advised we may require more information depending on your specific situation. The information you provide is stored in accordance with our strict Privacy Policy and encrypted to make sure that it is always safe and secure.