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For Financial Intermediaries in the Channel Islands

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Account opening documents

Financial Intermediaries based in Guernsey, Isle of Man and Geneva - With Reliance
Financial Intermediaries based in Jersey – With Reliance
Financial Intermediaries – No Reliance
Online banking forms
Guidance

Financial Intermediaries based in Guernsey, Isle of Man and Geneva - With Reliance

Smart Forms must be opened with Adobe Acrobat to guarantee the form's advanced features, such as conditional formatting. Using a different PDF reader can cause errors. If you do not have Adobe Acrobat installed on your computer, it can be downloaded for free from the Adobe website.

Please note our smart form has been revised to include an updated Privacy Notice relating to Data Protection.

Trust & Corporate Smart Form – New Application (to open, right-click > Save Link As)
Trust & Corporate Smart Form - FAQs
Additional Related Party Form – Guernsey branch
Corporate Mandate
Foundation Mandate
General Mandate for RE Accounts
Trustee Mandate
Limited Partnership Mandate
Data Protection Guidance Notice
Tax Guidance Notes
Self Certification Form for Entities and Organisations

Financial Intermediaries based in Jersey – With Reliance

Smart Forms must be opened with Adobe Acrobat to guarantee the form's advanced features, such as conditional formatting. Using a different PDF reader can cause errors. If you do not have Adobe Acrobat installed on your computer, it can be downloaded for free from the Adobe website.

Please note our smart form has been revised to include an updated Privacy Notice relating to Data Protection.

Trust & Corporate Smart Form – New Application (to open, right-click > Save Link As)
Trust & Corporate Smart Form - FAQs
Additional Related Party Certificate – Jersey branch
Corporate Mandate
Foundation Mandate
General Mandate for RE Accounts
Trustee Mandate
Limited Partnership Mandate
Data Protection Guidance Notice
Tax Guidance Notes
Self Certification Form for Entities and Organisations

Financial Intermediaries – No Reliance

Smart Forms must be opened with Adobe Acrobat to guarantee the form's advanced features, such as conditional formatting. Using a different PDF reader can cause errors. If you do not have Adobe Acrobat installed on your computer, it can be downloaded for free from the Adobe website.

Please note our smart form has been revised to include an updated Privacy Notice relating to Data Protection.

Trust & Corporate Smart Form – New Application (to open, right-click > Save Link As)
Trust & Corporate Smart Form - FAQs
Additional Related Party Form
Corporate Mandate
Foundation Mandate
Limited Partnership Mandate
Trustee Mandate
Data Protection Guidance Notice
Tax Guidance Notes
Self Certification Form for Entities and Organisations

Online banking forms

New/amend user form
Reset security details form
Online banking information sheet

Guidance

Sensitive countries and activities list

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Investec Bank (Channel Islands) Limited (“Investec”) recognises and respects the privacy and data protection rights of individuals with regards to personal data (i.e. information that directly or indirectly identifies an individual). We may use your personal data for a number of purposes including but not limited to: providing you with services you request from us, making decisions in relation to the management of your account, for analysis and assessment and to ensure that we comply with our legal and regulatory requirements for example by detecting and preventing financial crime.
For further details as to how Investec uses your information including how to contact us should you have queries, please refer to our Data Protection Notice.

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