Private Banking accounts


Foreign exchange

International payment details and cut-off times

Travel insurance

Information and exclusions

Policy and Benefit Schedule

Travel insurance policy and benefit schedule

Product Information Document

Travel Insurance Product Information Document

Accessibility, illness and unexpected change

Find the right support within Investec if you are dealing with health, financial or other circumstantial concerns or challenges. You can also find information about accessing expert independent advice and information through specialist organisations.


Help dealing with bereavement

Help in dealing with the finances of someone who has recently died

Bereavement guide

Our guide to bereavement

Notice of bereavement

Notice of bereavement form

Withdrawal instruction

Withdrawal instruction form

Ways to access your account

Online banking

Investec Online gives you control of your finances whenever you need it from wherever you are.

Mobile banking

Available to Investec Online clients, the Investec App brings your accounts securely and conveniently onto your tablet and smartphone.

Telephone banking

Check your account balances, get details of transactions on your accounts, make transfers and more, all over the phone.

Frequently asked questions

  • What is Confirmation of Payee?

    What is Confirmation of Payee?

    Confirmation of Payee (CoP) helps you check you’re sending money to the right place. It’s a service being introduced by many banks that allows you to confirm that the name and account details you provide match with those of the account holder.

    By introducing this service, we can help you avoid certain types of fraud as well as simple mistyping mistakes, giving you the reassurance that you’re paying the person you think you are. You should still do your own checks to protect yourself from Authorised Push Payment fraud.

  • How does the confirmation of Payee affect me?

    How does the confirmation of Payee affect me?

    Confirmation of Payee (CoP) will involve a new step in the process when you make a payment from your Investec bank account via Faster Payment Service or CHAPS. You will need to provide the full name of the account you want to pay, as well as whether it is a personal or business account, in addition to the account number and sort code.

    You're also likely to see a CoP screen or message the first time you make a deposit into your Investec account. When you add your Investec account as a payee, make sure that the name you give your account provider matches the name you've given us.

  • How does Confirmation of Payee work?

    How does Confirmation of Payee work?

    When you set up a payment, the CoP service checks the account name, sort code, account number and account type (personal or business) you have provided.

    The result of the check can help you decide whether to proceed with the payment. The result may be:

    Match – the details you provided match the details on the account.

    Partial match – the name is a close match, and we’ll show you the actual name on the account. You should then speak to the account holder to check, and you’re then able to choose whether to update the name to match the actual name and proceed with the payment.

    No match – the name and account details don’t match, so you should contact the account holder to check. This could be a warning sign for fraud.

    Unavailable – not possible to check, which may be because of a system error, the account doesn’t exist, the account holder has opted out of CoP, or their bank doesn’t offer CoP.

  • Can I opt out of the Confirmation of Payee service?

    Can I opt out of the Confirmation of Payee service?

    You can’t opt out of Confirmation of Payee when you’re making a payment to someone else. However, if you don't want us to confirm your account name, number and sort code to any other bank, you may be able to opt-out. Please contact your banker.

Complaints and feedback

We are committed to ensuring our products, service and our people deliver on our promise to be Out of the Ordinary, and aim to resolve complaints quickly and fairly. If it is not possible to promptly resolve your complaint, we will be in touch to update you on its progress through our complaint handling process.

Get in touch