Project Review · GBP Guide
Source of funds
Outline how the funds were acquired, such as through employment, business income or asset sales. The required evidence depends on individual circumstances and applicable rules.
Transfer history
Map the accounts and transactions through which the funds will reach the investment. Check that amounts and dates connect consistently.
Separate fees from the investment
Distinguish investment principal, operating or administration charges, government fees and other service costs.
Sharing documents
Account details and tax documents are sensitive. Ask which records are needed and how to provide them instead of posting originals in a public enquiry field.
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