Application forms, mandates and guidance
Application forms & guidance
These applications should only be used by intermediaries to open accounts.
If you require any support or guidance completing these forms please contact your Client Engagement Manager.
Fund & fund related structures
These forms are currently available for Intermediary introduced business in Jersey, Guernsey, Isle of Man, Gibraltar and United Kingdom.
If you are opening an account for the main fund, Collective Investment scheme (CIS) entity or a Co-Invest entity, you will be provided with various dropdowns for you to select depending whether the entity you are opening is a Limited Partnership, Limited Company or Unit Trust.
If you are opening an account associated with the overall fund structure e.g. General partner, SPV or Fund Manager, you will be provided with various dropdowns for you to select depending on whether the entity you are opening is a Limited Partnership, Limited Company, Limited Liability Partnership or a Unit Trust.
The forms are produced in a PDF format that can be completed on-screen, saved and then printed off for final completion/sign off. Please use a desktop PC, Mac or laptop.
Forms for Fund & fund related structures
Limited Company and Trusts (excluding all Fund related structures)
These forms are currently available for Intermediary introduced business in Jersey, Guernsey, Isle of Man and Gibraltar.
Forms for Limited Company and Trusts (excluding all Fund related structures)
Corporate mandates
Our corporate mandates are available by entity type tabs and include guidance notes for the various legal entities. In addition to covering the operation of the customer's bank account(s), our mandates also cover use of electronic banking services, entering into foreign exchange or money market deposit transactions online and use of SWIFT or other electronic communications services.
The mandates are produced in a PDF format that can be completed on-screen, saved and then printed off for final completion/sign off. Please use a desktop PC, Mac or laptop.
Our Limited Company mandates are suitable for use with those entities incorporated in RBS International's home jurisdictions, namely Jersey, Guernsey, Isle of Man, Gibraltar and the United Kingdom.
Limited Company Appointing Intermediary Mandate
Limited Company Customer Mandate
Our Limited Partnership mandates cover those entities incorporated in RBS International's home jurisdictions namely Jersey, Guernsey, Isle of Man, Gibraltar and the United Kingdom. They are also suitable for use with Limited Partnerships incorporated in some foreign jurisdictions, namely Cayman, Malta and Bermuda. For other foreign jurisdictions, please speak to your usual contact at the Bank who will advise you on whether we have a bespoke mandate available.
Limited Partnership (GP is a Company) Appointing Intermediary Mandate
Limited Partnership (GP is a Company) Mandate
Limited Partnership (GP is a LLP) Appointing Intermediary Mandate
Limited Partnership (GP is a LLP) Mandate
Limited Partnership (GP is a LP) Appointing Intermediary Mandate
Limited Partnership (GP is a LP) Mandate
Our Limited Liability Partnership mandates only cover those entities incorporated in RBS International's home jurisdictions namely, Jersey, Guernsey, Isle of Man, Gibraltar and United Kingdom. For other foreign jurisdictions, please speak to your usual contact at the Bank who will advise you on whether we have a bespoke mandate available.
Limited Liability Partnership Appointing Intermediary Mandate
Limited Liability Partnership Mandate
Our Corporate Trustee mandates are suitable for use where the corporate trustee is incorporated in one of RBS International's home jurisdictions namely, Jersey, Guernsey, Isle of Man, Gibraltar and United Kingdom. If incorporated in a foreign jurisdiction, please speak to your usual contact at the Bank who will advise you on whether we have a bespoke mandate available.
Sole Corporate Trustee
Joint Corporate Trustees Appointing Intermediary Mandate
Joint Corporate Trustees Mandate
The Corporate mandates included on this site are the more frequently requested mandates used by our Intermediary customers. We also maintain a comprehensive suite of mandates covering other jurisdictions, e.g. Delaware, Luxembourg, Cayman Islands etc and entity types such as Protected Cell Companies, LLCs, Foundations etc which are available on request.