Before you start
Make sure you’ve already completed the Proof of Funds task.
You’ll now explain how each amount listed there was acquired — for example, from savings, a gift, or an inheritance.
💡 Example:
If your Proof of Funds shows £100,000 made up of:
Gift (inheritance): £50,000
Savings: £50,000
Then your Source of Funds might explain:
“I received £50,000 from my grandmother’s inheritance in 2014 (documents attached).”
“I saved £50,000 over 5 years through my salary.”
How to complete the task
Open the Source of Funds task in the app.
Tap each fund (e.g. Savings, Gift) to add a short explanation.
In the text box, describe how you got the money — include who it came from or how it was built up.
Tap Add once complete.
Repeat for each fund until all are marked as done, then tap Continue.
💡 Tips for a smooth experience
Be specific — short answers like “savings” aren’t enough.
Add dates or sources when possible.
Attach supporting documents if requested.
Need help?
If you’re unsure what to write or missing a document, contact [email protected] and include your name, contact details, and solicitor or agent’s name.