Commercial Banking for Professionals

Office Funds Management

Reflecting your complex business needs, we offer a variety of interest bearing products with competitive rates to ensure your surplus funds are working for the practice.

Client Accounts

We offer General and Designated Client Accounts with competitive rates, designed to meet the requirements of the SRA Account Rules.

Escrow Service

• We can act as Escrow Agent for Financial Escrow requirements
   
• Our standard Escrow agreement requires both parties’ authority to release funds
   
• Other options available by negotiation

Court of Protection Service

• Global mandate appointment
   
• Short-form Protected Party account opening process
   
• Deputyship accounts can be opened within 24 hours
   
• Online banking service to transact on these accounts

Power of Attorney Service

• Available where lawyers and/or the firm are appointed

Trust Service for Professionals

• Available where lawyers and/or the firm are appointed as trustees (with or without Lay trustees)

Executors and Administrators Service for Professionals

• Available where lawyers and/or the firm are appointed as executors or administrators

Become a client

Office Funds Management

Reflecting your complex business needs, we offer a variety of interest bearing products with competitive rates to ensure your surplus funds are working for the practice.

Client Accounts

We offer Fee Free General and Designated Pre-Appointment accounts.

Estate Accounts

• Fee free estate account banking - no monthly charges or transaction charges for your appointment accounts (including free CHAPS & free international payments)
   
• Accounts available for all administrations, liquidations, receiverships, bankruptcy & voluntary arrangements
   
• Estate accounts opened quickly upon receipt of appointment paperwork
   
• Short form account opening paperwork
   
• Dedicated commercial banker and support team with direct mobile numbers/ email addresses to manage the relationship
   
• A range of savings accounts from Instant Access to Fixed Terms to earn competitive rates of interest for your creditors
   
• Cheque books and paying-in books available on request

Online Banking

• To facilitate your day-to-day account management
   
• You can view your accounts in real time
   
• You can make inter account transfers, three-day BACS payments, sterling same day faster payments, CHAPS payments, and international payments
   
• You can restrict individuals’ access to certain accounts and restrict what they can do i.e. view only or create and authorise payments
   
• Data can be imported and exported via CSV files

Become a client