Information for Private Banking clients
Documents and policies


Guidance for Private Banking clients
Access documents, guides and policies to help with everything from using your card to managing your account to dealing with a bereavement.
Use the links to navigate to the desired section and if you need any further help or guidance, your banker is always available via the 'Contacting us' link.
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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.

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.
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
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Private Banking enquiries
Savings enquiries