ICAEW SME Funding Adviser Scheme

ICAEW continues to offer the SME Funding Adviser Scheme. Firms within this scheme provide independent advice on financial issues to SMEs. Entries will benefit from additional promotion on the website and members will be easily identified by an icon in the printed directory.

Entry into this scheme is free. It allows your business to receive specific qualified business leads by stating your specialisms. If you would like to add your details to the ICAEW Funding Scheme as part of your basic entry, simply select one or more the following 10 SME areas of expertise your firm offers.

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Advice Service		 Join the SME
Funding Advisor Scheme
Please complete all parts of the form marked with an asterisk (*) to make it easier for us to identify your firm.
Email*
Organisation name*
Address line 1*
Address line 2
Town
County
Postcode*
Country
Telephone*
Contact name*
Contact job title
Resident partners/ directors
You may list all relevant names, or specify if a partner is no longer at the office and if they have left, retired or transferred (ICAEW members only)
SME Funding Adviser Scheme
If you would like to add your details to the ICAEW Funding Scheme as part of your basic entry, simply select one or more the following 10 SME areas of expertise your firm offers.

** If you offer all four of these options and have ticked the boxes you will be classified as a SME funding adviser and listed separately on the website.
Asset finance
**Bank loans and overdrafts including government schemes guarantee
**Business plans for bank and equity finance and internal use
**Business start-up (eg, own funds, friends and family finance)
Corporate finance (including mergers and acquisitions, equity issues, management buyouts and raising or restructuring debt)
Grants
Invoice discounting and factoring
Leasing and hire purchase
Share valuations
**Small scale equity issues (eg, Business Angels)
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Note: By filling in this form your entry will appear on icaewfirms.co.uk. To be included in the next edition of the Directory of Firms in addition to icaewfirms.co.uk for the following year, complete the entry forms we automatically send you in July. If you would like to know more about the advantages of having an entry in The Official ICAEW Directory of Firms download our brochure.

Important note for regulated firms: If there is any change to the firm structure – addition or removal of principals, office changes and trading names – that is a permanent change requiring an update on the ICAEW record for your firm, you must inform ICAEW Regulatory Support by email: regulatory.support@icaew.com or call +44 (0)1908 546 302. Any changes made to this form will be used to amend your entry in the Directory of Firms only (online and in print). Audit Registered firms are reminded of Audit Regulation and Guidance 2008 s2.11, and in the case of a firm holding a DPB Licence 2.07(d) of the DPB Handbook, which clearly states that you must notify ICAEW of any of these changes within 10 business days. Please be aware that if you amend the information on this form, it will not be amended on the ICAEW database.



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