Clients' Monies Service
Online account management for third party funds.
If you need sub-accounts to hold client funds, our Clients’ Monies Service will save you time, effort and energy. With no paperwork to open client accounts, you can get on with running your business and open and manage client accounts online from your desktop.
- Instant access - there is no penalty charge to withdraw funds
- Simple to use – open/close client accounts in minutes, undertake multiple transactions using a range of currencies, all with a full audit trail
- No limits - set up as many sub-accounts as you need
- Easy to install and maintain - our expert help desk support is on hand
- Secure - send encrypted instructions to the bank from your computer, and set up different user access levels
- Flexible interest - choose to pay interest into a client account, where you can set the interest rate. Or pay interest into a separate account in your company name. Choose to pay interest quarterly or half-yearly
- Potential higher rates - pool your clients' funds to earn a higher tiered interest rate
- Statements and Annual Tax Certificates – automatically issued to each individual client
- Regulatory compliance - the service helps you to comply with your professional obligations
- Reporting function – to help with internal accounting procedures
- Reduced administration - you no longer need separate individual bank accounts for
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Available Monday to Friday 8am - 7pm (ex public holidays). Calls may be recorded.
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