Completing account setup as a non-owner

If you are set up as an Employee or External Advisor in Finalise Your Setup, two steps must be completed by an owner or director — not by you: the identity check, and signing the funding documents.

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

What you can do meanwhile

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.

Checking progress

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.

Keeping things moving

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 their junk and spam folders and search for "Fundtap". If they still cannot find it, they can contact 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, is not involved in the business, and is physically present with them at the time of signing.

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

Contact us at info@fundtap.co and we will do our best to help. For business finance, all directors and controllers must complete an identity check and sign the agreement — both steps must be done before your account can be approved.