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Get your clients ready for digital payments today

Our priority during this time is to provide you and your clients with the best possible service and we are working hard to minimise any disruption for you.

To help with this, an important action we’re asking all advisers to take today, is to ensure that clients are set up to send/receive money by bank transfer, rather than relying on making or receiving payments by cheque. This is a quick and simple process, which will allow you to protect the flow of money for your clients, should there be a temporary closure of our buildings as a result of Government advice, or if the critical banking, postal and remittance services that support this process are interrupted.

 

Cheque payments made during the coronavirus crisis could result in unnecessary delays

– to avoid this, all advisers should ensure their clients are set up for bank transfers today.  

Because safeguarding your clients’ investments is a key priority, we will need to verify your client’s bank details before we can make a payment to them.

 

Bank details for new platform users

If you are part of the small group of adviser firms now using our new technology platform, please use these bank details:

For ISA and Collective Investment Accounts:

  • Sort code: 56-00-68
  • Account number: 42087058

For Collective Retirement Accounts and Collective Investment Bonds:

  • Sort code: 56-00-68
  • Account number: 42086841

 

Bank details for all other users

If you have not yet been moved to our new technology platform, please use these bank details:

For ISA and Collective Investment Accounts:

  • Sort Code: 56-00-68 
  • Account Number: 37632191

 For Collective Retirement Accounts and Collective Investment Bonds:

  • Sort Code: 56-00-68 
  • Account Number: 37632116

Financial Adviser Verification