Business account mandates
If you want to allow someone else to operate your business account we require your written permission in the form of a mandate. We need you to give us a mandate for operation of the following:
- A mandate to operate your accounts for day to day activities such as signing cheques, withdrawing cash at the counter, signing instructions such as Direct Debit authorities, standing order requests and to use our online banking platform, District, in accordance with your User Authorisation.
- A mandate to operate your accounts using District only – this mandate will allow you to use our online banking platform in accordance with your User Authorisation.
- A mandate to use a debit card on your account – we sometimes call this a cardholder application form.
There are different levels of permission that you can grant to a mandate holder. This allows you to manage who can, for example, view and enquire about accounts only (useful for bookkeeping purposes) and who can make payments and transfers with or without further approval.
For more information on mandates and the levels of permission, view our Mandates explained overview (PDF).
It is important that your mandate is kept up to date and that you advise us immediately of any changes.
Ordering an additional account mandate holder to your business account using District
To add or amend an account mandate holder to your business account using District you need to:
- Log on to District
- Select “Additional Services” from the left hand menu
- Select “Other Services” from the top menu
- Select “Manual mandate request”
- Complete the form and click “Send request”
You will receive the mandate document by post for signature and return.
Ordering an additional mandate holder by phone or by visiting a branch
If you don’t have a District agreement with us, you can contact us by calling your account manager or by visiting a branch.
Our advisors will complete an online form on your behalf and you will receive the mandate document by post for signature and return.
Removing a mandate holder
If you wish to remove an existing mandate holder from your account(s) then please detail your instructions in writing, on headed paper and ensure the instructions are signed by any other relevant account holders, if necessary. The request to remove a mandate holder can be submitted to us using one of the three methods outlined above.
