Next Steps for Compliance & 3PL Onboarding (Expandly Services)

Next Steps for Compliance & 3PL Onboarding (Expandly Services)


Overview

Thank you for moving forward with Expandly’s Compliance and 3PL onboarding services - we're delighted to support you on this exciting step in your expansion journey!

This guide outlines the next steps, documentation requirements, and recommended order of progression to ensure a smooth and efficient setup.


1. VAT Registrations

VAT registration is typically the first priority in your compliance onboarding journey.

What You Need to Do
  • Upload all required documentation via the VAT Registrations page in your Expandly portal.
  • Submit all standard documentation required for every registration.

  • Review country-specific requirements by expanding the individual country drop-down sections in the portal.

Each country has slightly different documentation requirements, so please review carefully before submitting.

How to Track Progress
  • You can monitor VAT registration status directly within the portal.

  • Once all required documentation is received:

    • Our team will confirm when the registration has been submitted to the relevant authorities.

    • Or advise if additional or amended documentation is required.

Important Notes
  • VAT registration lead times vary significantly by country.

  • We strongly recommend uploading documentation as soon as possible to avoid delays.

  • Registrations cannot be submitted until all required documents are complete and approved.


2. Label Checks & Responsible Person (RP)

For EU and UK compliance, label review is required before progressing with Responsible Person (RP) registration.

Step 1: Label Check (Mandatory First Step)
  • Upload your products in your Expandly portal
  • Submit your product labels for review via your Expandly portal.
  • Our Compliance Team will conduct a full assessment.
  • You will receive a Compliance Report outlining:
    - Required amendments for EU compliance
    - Required amendments for UK compliance

Please Note: You must implement the required changes before progressing to RP.


Step 2: Responsible Person (RP) Registration

Once your label review is complete:

Helpful Resources
  • Step-by-step upload guides are available within the portal.

  • We are able to provide templates to you, should documentation not be available. 

  • We are happy to arrange additional support calls with our Compliance Team, if you would like assistance walking through the RP submission process. Please reach out to the On Boarding Team should this be required.


3. EPR (Extended Producer Responsibility)

EPR registration may be required depending on your products and packaging obligations.

Many EPR documents overlap with VAT documentation. Therefore:

  1. Proceed with VAT registration first.

  2. Once VAT is underway, we will:

This staged approach prevents duplication and reduces administrative delays.


4. 3PL Setup

We recommend initiating 3PL onboarding after VAT numbers have been issued and RP has been approved.

This ensures:

  • Inventory can be received compliantly

  • Sales can begin immediately upon stock arrival

  • No compliance-related delays occur once goods are in-country

Once VAT registration is confirmed:

  • Our 3PL onboarding team will guide you through the Next Steps, which will include:

    • Warehouse setup

    • SKU intake processes

    • Shipping flows

    • Integration with your sales channels


5. Expansion Event

Additional information regarding the Expansion Event can be found here.

If you would like further details or have any questions, please contact our Head of Sales, Drew, who will be happy to assist.


For the most efficient onboarding experience, we recommend the following sequence:

  1. Upload VAT documentation

  2. Complete label checks

  3. Begin Responsible Person process

  4. Progress EPR 

  5. Initiate 3PL setup once VAT numbers are issued


Need Support?

If you are unsure at any stage:

  • Check the relevant section in your Expandly portal

  • Review the available guides in our Knowledge Base 

  • Contact our dedicated On Boarding Team

  • Request a support call if needed

Our goal is to ensure your compliance and 3PL setup progresses smoothly and without unnecessary delays and we look forward to supporting you through this journey! 

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