Clients' Monies Service

Online account management for
third party funds

If you need sub-accounts to hold client funds, our online Clients' Monies Service will save you time, effort and energy. With no paperwork or delays, you can get on with running your business and open and manage client accounts online from your desktop.

Clients' Monies Service

  • Simple to use - set up client accounts in minutes
  • Easy to install and maintain - our expert help desk support is on hand
  • Reduced administration - you no longer need separate individual bank accounts for your clients
  • No limits - set up as many sub-accounts as you need
  • Secure - send encrypted instructions to the bank from your computer, and set up different user access levels
  • Instant access - there is no penalty charge to withdraw funds
  • Flexible interest - choose to pay interest into a client account, where you can set the interest rate. Or pay interest into a separate account in your company name. Choose to pay interest quarterly or half-yearly
  • Potential higher rates - pool your clients' funds to earn a higher interest rate
  • Statements - issued to each individual client
  • Regulatory compliance - the service helps you to comply with your professional obligations