Application Form Guidance

Application Form Guidance

If you would like to make an application for funding and/or insurance, you will need to complete an application form, available on our website. Before completing an application form we would recommend you take a few moments to read this guide.

Please complete all questions in the application form. If it is not applicable, or unknown at the date you complete the application then please state this or the relevant reason as your answer. Where possible, try not to cross reference documents when answering questions in the application form and instead include the information in the application form.

Due to the complexities of litigation, in order to assess an application, supporting documents will also need to be considered and should be lodged with your application. There is a list, at the back of the application form, of examples of supporting documents. This is not exhaustive nor is it meant as tick list detailing what you must provide. We understand that depending on the stage of your case some documents may not be available or irrelevant. However, if such documents are available then they should be provided.

If the supporting documents combined are in excess of 100 pages, please only enclose the documents you think are pertinent to the legal case and provide a list of all documents available. This will ensure your application is dealt with by the insurers and funders in the shortest possible time.

One of the supporting documents that is required in all applications is a case summary. If a document or documents are available which cover all of the points below e.g. instructions to Counsel and advice from Counsel, then this can be used in the place of a case summary provided there have been no material changes to the case since the document was produced.

The document should cover the following:

• A brief overview of the case (background details and facts).
• A chronology of events.
• The causes of action.
• Why your legal team believe your case has merit.
• The defendant’s position (if the case is at an early stage and the defendant’s position is not known, we ask that your legal team try to pre-empt the potential defence).
• What steps to date, if any, have been taken to ascertain the defendant’s financial standing.

Application Form – Litigation Finance