South West Investment Group
the appraisal process

One of our Fund Managers will access the application and arrange to meet with the applicant with their advisor if they so wish.

The Appraisal Panel meets every 4 weeks to consider recommended applications. Applications should be submitted at least 2 weeks beforehand in order for it to be considered by the Panel. A decision can therefore normally be given within 2 – 6 weeks.

If an application is unsuccessful a letter will be sent to the applicant explaining the reasons why. A copy of this letter will go to the advisor.

It is not within the Fund Manager’s remit to advise applicants or in any way assist with the preparation of application forms or business plans. However, the Fund Manager will liaise closely with all recognised advisors to try and ensure that the guidelines and eligibility criteria are understood.

If an advisor is in any doubt about the suitability or eligibility of a potential applicant they should contact the Fund Manager for guidance.