How does the online application process work?

The application process can be broken down into four easy steps:

Step 1

You select the product you want and click on the ‘Apply for your Charity Account’ button.

Step 2

You complete the application form in full via our partner DocuSign, ensuring the information you provide is up-to-date. You will then have the opportunity to upload your governing documents, along with any other documents we require (depending on your charity type).

Step 3

When you have uploaded your documents and completed the form, an email is automatically sent to all named parties for them to review and sign the application as well.

Step 4

Once all named parties have signed the form, your application is submitted to us for review. At this stage, if we require any further information or clarification from you we will let you know by email.