Completing account setup as a non-owner

While completing Finalise Your Setup, if you told us you are an Employee or an External Advisor, two things can only be done by an owner or director: the identity check, and signing the funding documents.

They appear on your page under WAITING ON OTHERS, below your own steps.

Everything else can be completed by you: your business details, the people in the business, property details and the bank account. None of it is held up by the director.

Each waiting step shows a status. Waiting to start means the director has not done it yet. Completed, with a green tick, means it is done.

Chasing your director

How to send a reminder

Open the step and select Send reminder. We email them again with what they need to do. You can send more than one.

Your director cannot find the email

Ask them to check junk and spam, and to search for "Fundtap". Alternatively they can email us at info@fundtap.co

Your director does not know what they need

For the identity check: a driver licence or passport, and a phone with a camera. 

For signing: a witness who is over 18 and not involved in the business, in the room with them.

The documents step is locked for them too

The document step stays locked until their identity check is complete, because the documents are prepared with the legal name from that check. 

Your director is away or unavailable

Please contact us at info@fundtap.co. It is a requirement for business finance that the Directors or Controllers of a business complete and ID check and sign the agreement, so these will both need to be completed before your account can be Approved.