Forms
New Account Application Forms
Please click on the following links to take you to the relevant application form. Once there it’s as easy as:
- Enter your personal information electronically then print the form OR
- Print the form then complete it in ink using block capitals
- Sign the form (all parties)
- Send it to us for approval and processing
- Send supporting evidence of your identity and address as detailed on the last page of the application form
Our guide to the identification documents required in support of each application.
Suitable for persons over the age of 18 and up to a maximum of 2 accountholders
Suitable for persons over the age of 18 and where there are 3 or 4 accountholders
Suitable for companies and requires details of the company, its shareholders, directors and authorised signatories.
Suitable for trustees and requires details of the trust, the settlor, trustees, beneficiaries, authorised signatories and protector (where appointed).
Suitable for Self Invested Personal Pension schemes and requires details of the beneficiary and the SIPP provider/corporate trustee.
Transactional Forms
Makes it easy to provide the information we need to process your request.
Enables you to instruct us by fax to remit funds to a pre-nominated bank account in your name.
Account Maintenance Forms
Enables you to register for our Text Alerts Service which will be rolled out in 2012
Enables you to advise us of a change in your address
Enables you to advise us of a change in an accountholder’s name
Enables you to appoint an attorney to operate your account on your behalf
Enables you to appoint a third party to authorise transactions on your account
Enables you to remove an account holder
Enables you to add an account holder