Read the complete current criteria. Map genuine evidence; do not count one criterion twice or assume team members can share the same means.
Prepared by: ____________________ Date: __________
| Requirement / possible criterion | Genuine activity / record | Evidence owner | Gap / review date |
|---|---|---|---|
| Qualifying permission and residence | ____________ | ____________ | ____________ |
| Active trading / sustainability / founder role | ____________ | ____________ | ____________ |
| Potential business criterion 1: exact rule | ____________ | ____________ | ____________ |
| Potential business criterion 2: exact rule | ____________ | ____________ | ____________ |
| Team allocation / no double counting | ____________ | ____________ | ____________ |
| Fresh endorsement / personal requirements | ____________ | ____________ | ____________ |
| Separate dependant timeline | ____________ | ____________ | ____________ |
Decisions and next actions
Which headline claim has not yet been tested against the complete rule?
________________________________________________________________
________________________________________________________________
What record must be kept while activity happens?
________________________________________________________________
________________________________________________________________
When will the body and regulated adviser assess the actual position?
________________________________________________________________
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Keep this completed sheet privately. Do not enter passport numbers, bank details or medical records in a public form. Planning resource; it does not decide eligibility.
Innovator Founder Mag · Information checked 15 October 2026 · https://innovatorfoundermag.com/resources/innovator-founder-settlement-evidence-pack/
Planning resource, not an official application form or eligibility decision.