Questionnaire

What type of crowdfunding proposition are you interested in launching?Peer-to-peer finance (personal credit)Peer-to-business finance (commercial credit)Equity-based business financeRewards- or donation-based fundraisingPeer-to-councilP2P payday loans finance (Civic projects)One-off software purchase

Which of the following best describes your background?—Please choose an option—Entrepreneur with a keen interest in crowdfundingCommercial finance broker or an independent financial adviserCommercial finance companyPersonal finance companyInstitutional fundTechnology firmConsultancyFinancial services firm (such as accountants etc)Other

What is the size of your organisation?—Please choose an option—It's just me at the momentA small team (4 people or fewer)SME (4 < 11 employees)Medium-sized business (12 < 50 people)Corporate (51+ people)

How many years has your organisation existed?

Do you have an existing customer base which you will target for borrowing applications?

The investors we are targeting are:
Experienced at managing investments online and demand various featuresFamiliar with existing p2p lending platformsNew to P2P lending or managing online investments, so simplicity is importantA mix of the above - but most will be newA mix of the above - but most will be experiencedWe are undecided or unaware of our investor needs at this stage

Do you visualise that crowdfunding may become core to your business?Yes - this is a strategic differentiation - we forecast to generate the majority of our revenuesIt will be complementary to our existing strategyNo - we just want to be active in this spaceI don't know - we want to test the market before deciding to commit

The business model depends on high volume, low margin transactions. Do you have experience of this?Yes - we currently operate in a mass-market environmentNo - we are more used to higher margin, lower frequency salesI don't know

What will be your minimum application amount? Please give amount in £

What will be your maximum application amount? Please give amount in £

What are your objectives in entering into the crowdfunding space?

At what stage is your crowdfunding business?—Please choose an option—It's just an idea; we are looking into various aspects of what we could do.We definitely want to move into this space and we are looking at our options.We have put together a team and are looking seriously into potential solutions.We have a team and the necessary funding in place, and are in the market for a technology solution.We have already started work on building our own platform but need to look at alternatives.Our platform is live and trading but we need additional technological support to grow or diversify.

Do you intend to become an FCA-regulated peer-to-peer lending provider?—Please choose an option—Yes - we will take responsibility for all compliance requirementsWe are interested in becoming an appointed representative of rebuildingsocietyWe will handle our own compliance but would be interested in an introduction to an expert or consultantI don't know yet

Are you registered for anti-money laundering (AML) compliance?YesNo

Do you have an existing consumer credit license (CCL) ?—Please choose an option—Yes - but it may need reviewingWe're in the process of getting itWe're only interested in commercial finance so we don't need itWe only need help getting a CCL

WLCF is able to offer expert content services to explain and promote peer-to-peer opportunities to your customers. These include copywriting, editing and blogging by industry experts. What level of support do you require with this?—Please choose an option—We need a full content solution to write the main pages of our site and provide a regular blogging service.We need a copywriting service for the main pages on our site.We can prepare content for the main pages, but will need a regular blogging service to promote our offering.We will write our own content, but would appreciate proofediting from industry experts.Our content requirements will be handled internally.We have an external partner who will handle our content requirements.

WLCF has prepared various marketing resources including literature, demo videos, digital campaigns, exhibition displays and more. Would you like to re-brand and use some of the pre-prepared traditional marketing resources?—Please choose an option—Yes - the quicker we can have a marketing tool kit the betterNo - our marketing team will want to create everythingI don't know - we may want to pick and mix after learning more about what exactly is on offer

Our clients are executing various digital campaigns including: A podcast, search engine optimisation, online PR, PPC campaigns, banner advertising, affiliate campaigns and more. Would you like to execute some proven online/digital campaigns?—Please choose an option—Yes - we need a digital marketing strategy.No - we have the skills and/pr a partner who will do this for usI don't know - we may want to pick and mix after learning more about what exactly is on offer

Many of our clients have a comprehensive introducer model and are working with commercial finance brokers throughout the country. Would you like to execute an introducer and/or offline affiliate marketing strategy?—Please choose an option—Yes - we see this as keyNo - it's not for usI don't know - we'd like to know more and decide later