How do I fill in the Online Banking registration form as a Business / Non Personal customer?

What information is required in the "Business Entity" section?

In this section you need to select your business’ legal entity. You are presented with six options, and can click on the "?" which will provide a description of each legal entity. Select the correct one for your business.

What information is required in the "Business Details" section?

In this section the business details have to be provided. This includes business name, country, address, and business account details (sort code & account number).

What information is required in the "About you" section?

In this section your own personal information has to be provided (e.g. title, date of birth, mobile number, business email address).

We will also ask whether you currently have a Personal account with us, and if you do, to provide your account number and sort code. This is to make it easier for the bank to identify you.

You will be asked to specify whether you are requesting access to Online Banking for yourself, or whether you are only going to be approving access for others.

If you are a Limited Company, Limited Liability Partnership, or Charitable Incorporated Organisation, you will be asked whether you are the Chairperson of the business. If you are, you will be asked to input the date of the board resolution.

What information is required in the "Signatory details" section?

In this section you must provide the details of the authorising signatories as required by your mandate.

You will be asked to confirm your name and email from the previous section.

If you are a Limited Company, Limited Liability Partnership, or Charitable Incorporated Organisation: if in the previous section you advised that you (the authorising signatory who is filling out the form) are not also the Chairperson of the business, you will be asked to provide the Chairperson’s details (title, date of birth, address, mobile number, business email address).

Now you will be asked to input the details of any other authorising signatories as required by your mandate. The information required per signatory is the same as in the previous sections. To add another authorising signatory click on “add another signatory.”

You must ensure you add all authorising signatories required by your mandate or the application will be declined for your security. The details provided in the application form must match those we have in our records.

What information is required in the "Delegate authorities" section?

In this section you add individuals as delegated authorities to give them access to your account.

You will need to provide their title, date of birth, address, mobile number, & business email address.

How do I add more than one delegate authority?

Once you have provided all the information required for the first Delegate Authority (the same details are asked as in the ‘About You’ section), click on “add another delegate authority" if you would like to add another.

Repeat this process or each Delegate Authority required.

You can add up to 10 delegated authorities.

In the "Summary" section, what do I need to do?

You will be presented with a summary of the application, ensure it is correct and if it is then click submit.

If you notice there is information that needs to be amended, you can find the section that requires amending and click on “edit”.

It won't let me click on the "next" tab, how do I progress to the next section?

The "next" tab is activated once all the fields have been populated. Check what information is missing and provide it. The "next" tab should then be active.

I have exited the form before submitting it, how can I progress filling the form?

The form needs to be completed in one sitting as otherwise progress will be lost and you will have to re-start from the beginning.

What if some of my colleagues use a shared email / don’t have an email address specific to them?

For authorising signatories the email addresses supplied must match those held in our records. If they do not then then the application will be rejected for your security.

I forgot to let the bank know of changes to my business, what should I do?

You will have to update your records with us before you can re-apply.

Do I need to go to a branch to validate any information?

There is no need for you to go into a Branch to validate any information.

How do I fill in the Online Banking registration form as a Business / Non Personal customer?