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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Private Banking accounts

Private Bank account management
Voyage account management
Activating cards
Current Account Switch Service
Payment difficulties and support
Terms and conditions

Private Bank account management

Managing your Private Bank account >

Tax information for your account >

Cheque books and clearing >

Direct debits and standing orders >

Text message notifications from Investec >

Finding and updating your details >

Statements >

Joint accounts >

Voyage account management

Manage your Voyage account >

Activating cards

Activate your new card >

Current Account Switch Service

How to use our Current Account Switching Service >

Payment difficulties and support

More information on how we may be able to help and why it’s important to contact us >

Terms and conditions

Download our banking relationship agreement >

Mortgages

Mortgage tariffs
Managing your mortgage
Payment difficulties and support
Mortgage types and the mortgage process
Professional Mortgages opened before Oct 2014

Mortgage tariffs

Overview of mortgage tariffs >

Managing your mortgage

More information on managing your mortgage >

Payment difficulties and support

More information on how we may be able to help and why it’s important to contact us >

Mortgage types and the mortgage process

The mortgage application process >

Types of mortgages >

Professional Mortgages opened before Oct 2014

Help for clients with a Professional Mortgage clients opened before October 2014 >

Foreign exchange

International payment details and cut-off times

International payment details and cut-off times

Access international payment details and cut-off times >

Travel insurance

Information and exclusions
Policy and Benefit Schedule
Product Information Document

Information and exclusions

Details about coverage and exclusions >

Policy and Benefit Schedule

Travel insurance policy and benefit schedule

Product Information Document

Travel Insurance Product Information Document

Ordering stationery

There is no cost to order Investec stationery

Correspondence envelopes
Paying-in book
Cheque book

Correspondence envelopes

To facilitate your correspondence with us, we provide white FREEPOST envelopes, addressed to Investec Bank plc. You can also use them when making transfers between accounts held at Investec Bank plc, e.g. cheques drawn on an Investec Bank plc account for the credit of an account held at Investec Bank plc. 

Find out how to place an order below. 

Paying-in book

This is pre-printed with your name, account number and account type, and will be forwarded to you under separate cover within the next five working days. Please read the inside front cover for further details on the use of the paying-in book.

Find out how to place an order below. 

Cheque book

This will be sent to you under separate cover, within the next seven working days. Please read the inside front cover on how to use your cheque book. For cheque accounts only. 

Find out how to place an order below. 

How to order stationery

Please call us on +44 20 7597 4131 or place an order online via the button.

Investec Bank plc and its subsidiaries recognise and respect the privacy and data protection rights of individuals with regards to personal data. 

 

We may use your personal data to provide you with services you request from us, or to manage your accounts, make decisions, detect and prevent fraud, fulfil any contractual relationship with you, undertake analysis and assessment, ensure that we comply with legal and regulatory requirements and/or for other purposes where in our legitimate interests. 

 

For further details as to how Investec uses personal data, please refer to our Data Protection Notice.

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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.

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Help dealing with bereavement

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

Bereavement guide
Notice of bereavement
Withdrawal instruction

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.

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

Other ways we can help you

Your dedicated private banker offers professional assistance and guidance to offer you the best of our tailored private banking and investment services.