Application forms, mandates and guidance
Application forms and guidance
These applications should only be used by intermediaries to open accounts.
If you require any support or guidance completing these forms please contact your Client Engagement Manager.
Need to ask a question?
Phone our Broker Team
Telephone: 01624 632444
Our lines are open Monday to Friday 9am – 5pm, excluding bank holidays.
Calls may be recorded.
If you have not spoken with us before then please email our dedicated broker team.
Mortgage Brokers who have been accepted onto our Broker Panel should contact their Mortgage Specialist on their direct email address.
Please select your structure
Our corporate mandates are available by entity type tabs and include guidance notes for the various legal entities. In addition to covering the operation of the customer's bank account(s), our mandates also cover use of electronic banking services, entering into foreign exchange or money market deposit transactions online and use of SWIFT or other electronic communications services.
The mandates are produced in a PDF format that can be completed on-screen, saved and then printed off for final completion/sign off.