The Introducer Document Portal has moved

We've made access to documents even easier. All Introducer documents are now housed within Mercury, giving you a single location for the latest forms, guides and resources. Documents will remain available on this page until 30 September to support the transition. After that date, this portal will be retired and documents will only be available through Mercury.

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Hire Purchase Non Regulated

Document Name	Description	Type	Size
Non Regulated Hire Purchase Agreement-BF1002 04.26 (PDF 2MB)	For Body Corporates, Partnership of 4 or more, Sole Traders, 2 or 3 Partners and Unincorporated Associations where the total amount of credit is more than £25k. Business Use Assets only.	PDF	2MB	DOWNLOAD
Non Regulated Variable Balanced Payment Hire Purchase Agreement BF1037 04.26 (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 04.26 (PDF 2MB)	For Sole Traders, 2 or 3 Partners and unincorporated associations where the total amount of credit is £25k or less – Business Use Assets	PDF	2MB	DOWNLOAD
Adequate Explanation BF5117 04.26 (PDF 1MB)	For use alongside BF1000 Regulated Hire Purchase	PDF	1MB	DOWNLOAD

Leases

Document Name	Description	Type	Size
Non Regulated Finance Lease Hire Agreement BF1060 11.25 (PDF 2MB)	Available for Limited Companies, 4 or more partners or Regulated Customers borrowing £25k+. Business Use Only, Secondary Rentals and Rebate Percentage required	PDF	2MB	DOWNLOAD
Non Regulated Fixed Period Hire Agreement BF1061 11.25 (PDF 2MB)	Available for Limited Companies, 4 or more partners or Regulated Customers borrowing £25k+. Business Use Only, to be signed when there is a Residual Value	PDF	2MB	DOWNLOAD
Non Regulated Fixed Period Soft Asset Hire Agreement BF1062 11.25 (PDF 2MB)	Available for Limited Companies, 4 or more partners or Regulated Customers borrowing £25k+. Business Use Only, to be signed for soft assets	PDF	2MB	DOWNLOAD
Buyback Agreement BF5008 01.25 (PDF 178Kb)	Where the third party opts to buyback the goods at the end of the agreement for a fair market value	PDF	178Kb	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 04.26 (PDF 2MB)	For sole traders, partnerships of 2 or 3 and unincorporated associations where total amount of credit is £25k or less	PDF	2MB	DOWNLOAD
Adequate Explanation BF5119 04.26 (PDF 1MB)	For use alongside BF1005 & BF1007 Regulated Loans	PDF	1MB	DOWNLOAD
Non Regulated Business Loan Agreement BF1006 04.26 (PDF 2MB)	Available for body corporates, 4 or more partners or Regulated Customers borrowing £25k+. Business Use Only.	PDF	2MB	DOWNLOAD

Supplier Stage Payment Loan

Document Name	Description	Type	Size
Non Regulated Supplier Stage Payment Loan Agreement BF1052 02.26 (PDF 1MB)	A short-term loan for Body Corporates only for the delivery and installation period of assets, repayable in full on completion or rolled into a HP or Lease Agreement. Payments are instructed by means of a Drawdown Schedule.	PDF	1MB	DOWNLOAD
Supplier Stage Payment Loan Drawdown Schedule BF5206 02.26 (PDF 630Kb)	Customer to sign the Drawdown Schedule “as and when” each stage payment is due, total drawdowns cannot exceed the agreed Facility limit.	PDF	630Kb	DOWNLOAD
Supplier Stage Payment Loan checklist (PDF 266Kb)	Requirements for a Supplier Stage Payment Loan	PDF	266Kb	DOWNLOAD

Agricultural Input (Please speak to your account manager and credit before using this document)

Document Name	Description	Type	Size
Regulated Input Loan Agreement BF1007 04.26 (PDF 2MB)	For sole traders, partnerships of 2 or 3 and unincorporated associations where total amount of credit is £25k or less	PDF	2MB	DOWNLOAD
Non Regulated Input Loan Agreement BF1008 04.26 (PDF 2MB)	Available for Limited Companies, 4 or more partners or Regulated Customers borrowing £25k+. Business Use Only.	PDF	2MB	DOWNLOAD

Non Reg Agreements proposed from 15 July 2026 until 30 September 2026 (term 24mths+)

Document Name	Description	Type	Size
Non Regulated Hire Purchase Agreement BF1002 04.26 (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 Variable Balanced Payment Hire Purchase Agreement BF1037 04.26 (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
Finance Lease Hire Agreement BF1060 11.25 (Non-Reg) (PDF 2MB)	Available for Limited Companies, 4 or more partners or Regulated Customers borrowing £25k+. Business Use Only, Secondary Rentals and Rebate Percentage required	PDF	2MB	DOWNLOAD
Fixed Period Hire Agreement BF1061 11.25 (Non-Reg) (PDF 2MB)	Available for Limited Companies, 4 or more partners or Regulated Customers borrowing £25k+. Business Use Only, to be signed when there is a Residual Value	PDF	2MB	DOWNLOAD
Non Regulated Input Loan Agreement BF1008 04.26 (PDF 2MB)	Available for Limited Companies, 4 or more partners or Regulated Customers borrowing £25k+. Business Use Only.	PDF	2MB	DOWNLOAD
Non Regulated Business Loan Agreement BF1006 04.26 (PDF 2MB)	Available for Limited Companies, 4 or more partners or Regulated Customers borrowing £25k+. Business Use Only.	PDF	2MB	DOWNLOAD
Fixed Period Soft Asset Hire Agreement BF1062 11.25 (Non-Reg) (PDF 2MB)	Available for Limited Companies, 4 or more partners or Regulated Customers borrowing £25k+. Business Use Only, to be signed for soft assets	PDF	2MB	DOWNLOAD

Guarantees

Document Name	Description	Type	Size
Corporate Guarantee and Indemnity Unlimited BF5004 05.25 (PDF 191Kb)	Signed on behalf of a Corporate entity as the Guarantor	PDF	191Kb	DOWNLOAD
Personal Guarantee and Indemnity Unlimited BF5001 05.25 (PDF 149Kb)	Signed by an Individual as the Guarantor	PDF	149Kb	DOWNLOAD

The Growth Guarantee Scheme (British Business Bank)

Document Name	Description	Type	Size
GGS Asset Finance Provisional Eligibility Assessment BF7001 03.25 (PDF 241Kb)	Customer eligibility assessment to be completed and signed by the introducer	PDF	241Kb	DOWNLOAD
GGS Location Questionnaire BF7000 03.25 (PDF 97Kb)	To be completed and signed by the customer to ascertain whether the customer is inside or outside the scope of the Northern Ireland protocol	PDF	97Kb	DOWNLOAD
GGS Subsidy Confirmation Letter BF7009 04.26 (PDF 143Kb)	Customer confirmation of subsidies received in the last three fiscal years	PDF	143Kb	DOWNLOAD
GGS Data Protection and Disclosure Declaration - Applicant/Borrower BF7004 03.25 (PDF 196Kb)	Customer to sign data protection and disclosure declaration	PDF	196Kb	DOWNLOAD
GGS Features Document – Information to be conveyed to Borrowers BF7008 03.25 (PDF 143Kb)	To be signed and acknowledged by the customer	PDF	143Kb	DOWNLOAD
GGS Introducer documentation checklist (from Proposal to Payout) (PDF 77Kb)	Introducer documentation checklist (from proposal to payout)	PDF	77Kb	DOWNLOAD

Side letters that form part of a deal

Document Name	Description	Type	Size
Commission Consent Form - Credit Agreements Non Reg BF5187 05.25 (PDF 116Kb)	For use with "Non Regulated Hire Purchase Agreements" and "Non Regulated Loan Agreements".	PDF	116Kb	DOWNLOAD
Commission Consent Form - Hire Agreements Non Reg BF5188 05.25 (PDF 124Kb)	For use with Non Regulated "Finance Lease Hire Agreements", "Fixed Period Hire Agreements" & "Fixed Period Soft Asset Hire Agreements".	PDF	124Kb	DOWNLOAD
Commission Consent Form - Credit Agreements BF5182 06.26 (PDF 212Kb)	For use with "Regulated Hire Purchase Agreements" and "Regulated Loan Agreements"	PDF	212Kb	DOWNLOAD
Sale and Purchase Agreement BF5025 05.26 (PDF 217Kb)	To be signed where the Customer is the supplier on the deal	PDF	217Kb	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 Proposal Calculation for Photocopiers and Telecoms Equipment BF5016 01.26 (PDF 301Kb)	Lease Propsal Calculation form for Photocopiers & Telecoms Equipment	PDF	301Kb	DOWNLOAD
Schedule of Goods for Hire Purchase, Finance Lease or Fixed Period Soft Asset Hire Agreements BF5026 02.22 (PDF 52Kb)	Used for multiple assets that do not fit under the goods section on the document	PDF	52Kb	DOWNLOAD
Schedule of Goods for BF1061 Fixed Period Hire Agreement BF5198 11.25 (PDF 782Kb)	Used for multiple assets that do not fit under the goods section on the document	PDF	782Kb	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 BF1000 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 12.25 (PDF 1MB)	For use when the number of payments exceed the number of payment lines on BF1060 Finance Lease	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

Forms that Credit may ask for

Document Name	Description	Type	Size
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
Physical Asset Inspection Form BF5029 10.24 (PDF 784Kb)	Form to be completed by an authorised person to show the asset has been checked and approved. Photos to be attached.	PDF	784Kb	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 218Kb)	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	218Kb	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 06.26 (PDF 528Kb)	Documentation Guidance flow charts to determine which Finance Agreement should be used. When a BUD can be used and which assets are classed as ‘soft assets’.	PDF	528Kb	DOWNLOAD
Novuna Business Finance Direct Debit Mandate BF6009 02.22 (PDF 528Kb)	Novuna Business Finance direct debit mandate	PDF	528Kb	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 onboarding and ongoing monitoring checklist 2025 (PDF 134Kb)	Introducer onboarding and ongoing monitoring checklist 2025	PDF	134Kb	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 05.25 (PDF 125Kb)	Requirements for Supplier Invoices to Novuna Business Finance	PDF	125Kb	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 07.25 (PDF 198Kb)	Sale & Purchase Checklist Incl. Acceptable Proof Of Payment	PDF	198Kb	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
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 08.26 (PDF 269Kb)	Use of Your Information	PDF	269Kb	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