Welcome to the Introducer Document Portal

We are committed to making your customer's experience the best as possible. Below you will find all the documents relevant to your type of deal.

Hire Purchase Non Regulated

Document Name	Description	Type	Size
Non Regulated Hire Purchase Agreement-BF1002 04.24 (PDF 2MB)	Available for Limited Companies, 4 or more partners or for Regulated Customers financing £25k+ Business Use Assets. Not for High Net Worth Individuals.	PDF	2MB	DOWNLOAD
Non Regulated Short Form HP (below £50,000)-BF1003 04.22 (PDF 2MB)	For Agreements where the Balance Financed is under £50k for Limited Companies, 4 or more partners or for Regulated Customers financing £25k+ Business Use Assets	PDF	2MB	DOWNLOAD
Non Regulated Variable Balanced Payment Hire Purchase Agreement BF1037 04.24 (PDF 2MB)	Variable Rate Balanced Payment linked to Bank of England base rate. Please refer to your account manager if you have not sold this product previously.	PDF	2MB	DOWNLOAD

Hire Purchase CCA Regulated

Document Name	Description	Type	Size
Regulated Hire Purchase Agreement BF1000 04.24 (PDF 2MB)	For Sole Traders, 2 or 3 Partners where the total amount of credit is £25k or less or if it is a private use asset for a private individual below £60,260	PDF	2MB	DOWNLOAD
Adequate Explanation BF5117 04.24 (PDF 1MB)	For use alongside BF1000 Regulated Hire Purchase	PDF	1MB	DOWNLOAD
Regulated Hire Purchase Agreement £60,260+ BF1001 04.24 (PDF 2MB)	For Individuals, Sole Traders, 2/3 Partners who wish to finance a private use asset such as a horsebox, motorhome or car where the Amount of Credit is over £60,260. The Agreement must be signed on Trade Premises.	PDF	2MB	DOWNLOAD
Adequate Explanation BF5118 04.24 (PDF 1MB)	For use alongside BF1001 Regulated Hire Purchase £60,260	PDF	1MB	DOWNLOAD

Leases

Document Name	Description	Type	Size
Finance Lease Hire Agreement BF1009 04.24 (Reg or Non-Reg) (PDF 2MB)	Applicable to both Regulated and Non-Regulated Customers, Secondary Rentals and Rebate Percentage required (Business Use Only)	PDF	2MB	DOWNLOAD
Fixed Period Hire Agreement BF1010 04.24 (Reg or Non-Reg) (PDF 2MB)	Applicable to both Regulated and Non-Regulated Customers, to be signed when there is a Residual Value (Business Use Only)	PDF	2MB	DOWNLOAD
Fixed Period Soft Asset Hire Agreement BF1011 04.24 (Reg or Non-Reg) (PDF 2MB)	Applicable to both Regulated and Non-Regulated customers, to be signed for soft assets (Business Use Only)	PDF	2MB	DOWNLOAD
Minimum Period Soft Asset Hire Agreement BF1036 04.24 (Non-Reg) (PDF 2MB)	Applicable for Non-Regulated Customers, to be signed for soft assets (Business Use Only)	PDF	2MB	DOWNLOAD
Buyback Agreement BF5008 05.24 (PDF 224Kb)	Where the third party opts to buyback the goods at the end of the agreement for a fair market value	PDF	224Kb	DOWNLOAD

Return Conditions

Document Name	Description	Type	Size
Return Conditions Trailers BF5010 02.22 (PDF 767Kb)	This covers: Trailers only	PDF	767Kb	DOWNLOAD
Return Conditions General BF5011 02.22 (PDF 742Kb)	This covers: General goods	PDF	742Kb	DOWNLOAD
Return Conditions Commercial Vehicles BF5012 02.22 (PDF 1MB)	This Covers: Heavy goods vehicles, light commercial vehicles, bus & coaches	PDF	1MB	DOWNLOAD
Return Conditions Grounds Maintenance, Material Handling and Construction BF5014 02.22 (PDF 807Kb)	This covers: Groundscare including golf carts, construction, materials handling & standard agricultural assets	PDF	807Kb	DOWNLOAD

Business Loan

Document Name	Description	Type	Size
Regulated Business Loan Agreement BF1005 04.24 (PDF 2MB)	Available for Sole Traders, 2 or 3 Partners & if the total amount of the Loan is £25k or less	PDF	2MB	DOWNLOAD
Adequate Explanation BF5119 04.24 (PDF 1MB)	For use alongside BF1005 Regulated Business Loan	PDF	1MB	DOWNLOAD
Non Regulated Business Loan Agreement BF1006 04.24 (PDF 2MB)	Available for Limited Companies, 4 or more partners or Regulated Customers borrowing £25k+. Business Use Only.	PDF	2MB	DOWNLOAD

Agricultural Input (Only to be used if approved by Credit)

Document Name	Description	Type	Size
Regulated Input Loan Agreement BF1007 04.24 (PDF 2MB)	Available for Sole Traders, 2 or 3 Partners and if the total amount of the Loan is £25k or less.	PDF	2MB	DOWNLOAD
Non Regulated Input Loan Agreement BF1008 04.24 (PDF 2MB)	Available for Limited Companies, 4 or more partners or Regulated Customers borrowing £25k+. Business Use Only.	PDF	2MB	DOWNLOAD

Guarantees

Document Name	Description	Type	Size
Corporate Guarantee and Indemnity Unlimited BF5004 07.24 (PDF 139Kb)	Signed on behalf of a Corporate entity as the Guarantor (Not suitable for E-signing)	PDF	139Kb	DOWNLOAD
Personal Guarantee and Indemnity Unlimited BF5001 07.24 (PDF 160Kb)	Signed by an Individual as the Guarantor (Not suitable for E-signing)	PDF	160Kb	DOWNLOAD

Side letters that form part of a deal

Document Name	Description	Type	Size
Sale and Purchase Agreement BF5025 05.24 (PDF 200Kb)	To be signed where the Customer is the supplier on the deal	PDF	200Kb	DOWNLOAD
Change of Registration and or Serial Number BF5017 07.24 (PDF 627Kb)	To be completed, signed & returned by the customer when the registration number and/or the serial number on the agreement is incorrect	PDF	627Kb	DOWNLOAD
Pre Registration Letter BF5019 07.24 (PDF 179Kb)	Used when the agreement starts before the vehicle is registered on the road	PDF	179Kb	DOWNLOAD
Operators Licence in different name BF5142 06.23 (PDF 153Kb)	To be completed when an Operator's Licence is in a different name	PDF	153Kb	DOWNLOAD
Lease Calculation Sheet for Photocopiers and Telecoms Equipment BF5016 07.24 (PDF 700Kb)	Lease Calculation Sheet for Photocopiers & Telecoms Equipment	PDF	700Kb	DOWNLOAD
Schedule of Goods for Hire Purchase or Hire Agreement BF5026 02.22 (PDF 52Kb)	Used for multiple assets that do not fit under the goods section on the document	PDF	52Kb	DOWNLOAD
Payment Schedule to BF1002 Non Regulated Hire Purchase BF5022 04.22 (PDF 1MB)	For use when the number of payments exceed the number of payment lines on BF1002 Non Regulated Hire Purchase Agreement	PDF	1MB	DOWNLOAD
Payment Schedule to BF1003 Non-Regulated Hire Purchase BF5094 04.22 (PDF 1MB)	For use when the number of payments exceed the number of payment lines on BF1003 Non-Regulated Hire Purchase Short Form below £50k Agreement	PDF	1MB	DOWNLOAD
Payment Schedule to BF1000 & BF1001 Hire Purchase Payment Schedule BF5095 04.22 (PDF 1MB)	For use when the number of payments exceed the number of payment lines on Regulated Hire Purchase Agreements BF1000 & BF1001	PDF	1MB	DOWNLOAD
Hire Agreement Payment Schedule BF5023 03.22 (PDF 1MB)	For use when the number of payments exceed the number of payment lines on BF1009 and BF1012 Hire Agreements only	PDF	1MB	DOWNLOAD
Hire Agreement Payment Schedule BF5024 02.22 (PDF 1MB)	For use when the number of payments exceed the number of payment lines on BF1010 and BF1011 Hire Agreements only	PDF	1MB	DOWNLOAD
Loan Agreement Payment Schedule BF5091 04.22 (PDF 1MB)	For use when the number of payments exceed the number of payment lines on any Loan agreement	PDF	1MB	DOWNLOAD
Statement of High Net Worth BF5020 07.24 (PDF 128Kb)	For any individual that earns £150k+ and/or owns £500k+ worth of assets excluding their primary residence. Must be signed by the accountant who is a member of permitted association	PDF	128Kb	DOWNLOAD

Forms that Credit may ask for

Document Name	Description	Type	Size
Addendum to Hire Purchase for Mileage Confirmation for Balloon Purposes BF5035 08.24 (PDF 158Kb)	Customer confirmation of anticipated mileage where an enhanced balloon for a car has been agreed	PDF	158Kb	DOWNLOAD
Acceptance Certificate BF5027 02.22 (PDF 644Kb)	Confirmation that the customer is happy with the goods they have received	PDF	644Kb	DOWNLOAD
Acceptance Certificate for Goods purchased at auction BF5028 07.24 (PDF 186Kb)	Confirmation that the customer is happy with the goods they have received from auction	PDF	186Kb	DOWNLOAD
Asset Inspection Form BF5029 02.22 (PDF 404Kb)	Form to be completed by an authorised person to show the asset has been checked and approved. Photos to be attached.	PDF	404Kb	DOWNLOAD
Confirmation rentals will be paid from own resources BF5031 07.24 (PDF 1MB)	Confirmation rentals will be paid from own resources	PDF	1MB	DOWNLOAD
Landlords Waiver BF5032 07.24 (PDF 163Kb)	The Waiver needs to be signed by the landlord to acknowledge that the goods belong to Novuna Business Finance and not the Customer whilst under finance.	PDF	163Kb	DOWNLOAD
Non Regulated Agreement Specific Licence to Sub Let – No End User Agreement BF5033 07.24 (PDF 171Kb)	For Non-Regulated agreements on an agreement specific basis only. No end user agreement required for review by Novuna Business Finance. (Not suitable for E-Signing)	PDF	171Kb	DOWNLOAD
Personal Asset and Liability BF5034 02.22 (PDF 188Kb)	Personal Asset and Liability Form to be completed and returned by the customer	PDF	188Kb	DOWNLOAD

Useful Information

Document Name	Description	Type	Size
Documentation Guidance BF6013 04.24 (PDF 336Kb)	Documentation Guidance to help determine which product the deal should be signed on including if a HNW or Business Use Declaration should be signed.	PDF	336Kb	DOWNLOAD
Novuna Business Finance Direct Debit Mandate BF6009 02.22 (PDF 528Kb)	Novuna Business Finance direct debit mandate	PDF	528Kb	DOWNLOAD
Novuna Business Finance Bank Details BF6008 02.22 (PDF 18Kb)	Novuna Business Finance Bank Details	PDF	18Kb	DOWNLOAD
Novuna Business Finance KYC requirements & AML information (PDF 381Kb)	Novuna Business Finance KYC requirements & AML information	PDF	381Kb	DOWNLOAD
Evidence of Identity or Address BF5037 06.24 (PDF 130Kb)	Acceptable forms of proof of identification and address	PDF	130Kb	DOWNLOAD
ID Verification Request Form - Veriff BF5173 07.23 (PDF 828Kb)	Veriff ID request form to be used when face to face customer verification is not possible. This will verify your customer's ID and their facial likeness for you using AI technology. Veriff helps Novuna meet regulatory requirements when it comes to our KYC procedures.	PDF	828Kb	DOWNLOAD
Introducer Payout Checklist BF5043 08.24 (PDF 166Kb)	A Checklist for Introducer to use when completing a deal transaction with a customer	PDF	166Kb	DOWNLOAD
Supplier Invoice Checklist. Invoice to Novuna Business Finance BF5041 08.24 (PDF 144Kb)	Requirements for Supplier Invoices to Novuna Business Finance	PDF	144Kb	DOWNLOAD
Customer Letter to Dealer to make Invoice out to Novuna Business Finance BF5042 02.22 (PDF 75Kb)	Letter from and completed by the customer to the dealer to instruct them to create an invoice to Novuna Business Finance	PDF	75Kb	DOWNLOAD
Sale and Purchase Checklist incl Acceptable Proof of Payment BF5044 08.24 (PDF 199Kb)	Sale & Purchase Checklist Incl. Acceptable Proof Of Payment	PDF	199Kb	DOWNLOAD
Example of how to Complete the Hire Purchase Payment Schedule BF5038 05.23 (PDF 134Kb)	For use when the Payments do not fit into the payment section on a Hire Purchase Agreement	PDF	134Kb	DOWNLOAD
Car Valuation Form BF5120 07.22 (PDF 70Kb)	When an external valuation of a car is required to support a balloon rental	PDF	70Kb	DOWNLOAD
Introducer onboarding and ongoing monitoring checklist 2024 (PDF 518Kb)	Introducer onboarding and ongoing monitoring checklist 2024	PDF	518Kb	DOWNLOAD
Associate Credit Search Consent and Use of your Information BF6016 09.24 (PDF 140Kb)	For use when Introducer wants Novuna to consider accepting proposals from a newly Appointed Representative or Agent.	PDF	140Kb	DOWNLOAD
Use of Your Information BF6000 09.24 (PDF 142Kb)	Use of Your Information	PDF	142Kb	DOWNLOAD
Privacy Policy (Electronic) BF6006 02.22 (PDF 176Kb)	Privacy Notice suitable to be viewed on screen	PDF	176Kb	DOWNLOAD
Privacy Policy BF6007 02.22 (PDF 180Kb)	Privacy Notice suitable for printing	PDF	180Kb	DOWNLOAD