Skip to main content

Source of Funds questionnaire – accepted document types

Updated over 7 months ago

Fiat-related SoF documents

Salary Income

  • A payslip from the last three months from your employer that clearly shows your name, date, and amounts

  • A letter of employment or work contract verifying your salary and/or employment duration, with your name, date, and amounts visible

Tax declaration

  • A copy of your most recent tax declaration detailing your income source and the taxes paid. This document must include your name, address, and tax identification number

Self-Employment / Freelance Earnings

  • Recent invoices (issued within the last 12 months) including the client's name, address, and VAT number

  • Signed freelancer contract outlining work duration, payment structure, and other benefits

  • Bank or crypto transaction statement confirming that payments were received

Proceeds from Property Sale

  • Signed solicitor’s letter

  • Copy of the sale agreement

  • Tax declaration related to the sale

  • Property deed showing ownership transfer, transaction amount, and date

  • Signed estate agent confirmation

  • Bank statement displaying the receipt of sale proceeds

Income from Selling Shares / Investments

  • Statement from an investment provider or financial manager

  • Investment certificate or portfolio verifying the sale of shares or withdrawal of funds

  • Tax declaration covering investment income

  • Bank statement showing the credited investment returns

Income from Services (e.g., affiliate income or other services)

  • Detailed description of the service;

  • Receipts for services that you have been paid for;

  • Screenshots of your account proving ownership of it on said services.

Inheritance

  • Testament copy or letter from the executor/lawyer

  • Bank statement indicating receipt of inheritance funds

Lottery or Gambling Winnings

  • Confirmation from the lottery provider or gambling platform (deposit/win/withdrawal statement)

  • Corresponding bank statement or cryptocurrency transaction confirmation

  • Supporting documents proving the primary source of income (e.g., pay slips, tax returns, or bank statements reflecting income deposits)

Crypto-related SoF

Cryptocurrency Investments

  • Documentation or explanation proving the origin of funds used for the initial investment

  • Crypto exchange or wallet statement confirming the growth of your crypto portfolio

  • Statement confirming deposits, withdrawals, and transactions over the last three months with your account ID visible confirming that you are the account holder

Crypto Trading Profits (Exchanges/Brokers)

  • Screenshots of transaction history displaying earnings

  • Records of withdrawals from trading accounts

  • Screenshots showing your exchange/broker account details

Crypto Earnings from Services (Affiliate Income or Other Services)

  • A comprehensive description of the service provided

  • Blockchain transactions for payments received in cryptocurrency

  • Screenshots of your wallet or exchange showing income records with your account ID visible confirming that you are the account holder

Initial Coin Offering (ICO) or Token Sales

  • Contract or agreement verifying token purchases in cryptocurrency

  • Name of the ICO and a link to the project’s official website

  • Transaction history showing token purchases and withdrawals, including wallet addresses and transaction IDs

  • Bank statement if fiat currency was used for investment

  • Email confirmations proving token purchases

Crypto Mining

  • Receipts for mining equipment purchases, showing buyer and seller details

  • Operating expenses (such as electricity bills) registered under your name

  • Screenshots of mining rewards and payouts

  • Transaction history displaying crypto inflows and outflows, including wallet addresses

Business ownership

  • Personal account statements if the owner receives official dividends/salary.

  • Documents on profit distribution (decision on dividend payments, payment orders)

  • Contracts with clients (if the business provides services and has stable contracts)

Other Income Sources

  • Details specifying the nature, amount, and date of the income, along with the sender’s identity

  • Supporting documentation to validate the transaction

Did this answer your question?