A mandate is the customer's written authority to the bank to accept their instructions as to how they wish to operate the account. It is imperative your Mandate is kept up to date and that we are advised of any changes.
Individual/Sole Trader/Joint Account
Mandate for Individuals/Sole Traders/Joint Accounts when opening new accounts
(once completed this will supercede any previous Mandate held)
Mandate for Individuals/Sole Traders/Joint Accounts when changing Mandate details
(please note that all signatories must sign this)
Mandate for Individuals - Authority to allow 3rd Party operate account on behalf of the Account Holder(s)
Partnership
Mandate for Partnership when opening new accounts (once complete this will supercede any previous Mandate held)
Mandate for Partnership when changing Mandate details (please note that all signatories must sign this)
Limited Company
Mandate for Company when opening new or additional accounts (once completed this will supercede any previous Mandate held). To help you in completing the Mandate we have prepared this
guide)
Mandate for Company when changing Mandate details (please note that all signatories must sign this)
Signature Cards
(these are used in order to provide the Bank with specimen signatures. Each mandate holder should complete one form (i.e. 2 signatures each)).
Fax & Email Indemnity
(This allows you to send fax and email instructions to us to act upon and allows us to communicate via email with you.
"How we use Personal Information" form (This document includes such details as marketing preferences, permission to communicate via email, etc. The 'Marketing Preferences' section of this document must be completed for it to be valid)