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Intermediary forms
Application forms, mandates and guidance
Forms for Fund and fund related structures
Forms for 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.
Select your entity type
Customer Appointing Intermediary Mandate Company
The Company mandates are also suitable for use with some foreign entities, including a BVI Business Company, Cayman Exempted Company, Netherlands BV and CV, Bermudan Limited Company and Maltese Private Limited Company. 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.
Simplified version of the Company mandate for client entities managed/controlled by the intermediary with the signing arrangements pointing exclusively to the intermediary's standard authorised signatory list.
Company Customer Mandate
Standard Company mandate for use with the intermediary's own accounts or for a client entity which has non-standard signing arrangements, e.g. an external director has signing authority along with the intermediary's own authorised signatories.
Limited Partnership (GP is a Company) Appointing Intermediary Mandate
Intermediary version of the Limited Partnership mandate (where the General Partner is a Company) where the signing arrangements point exclusively to the intermediary's standard authorised signatory list.
Limited Partnership (GP is a Company) Mandate
Standard Limited Partnership mandate (where the General Partner is a Company) where there are non standard signing arrangements, e.g. the GP directors/managers have signing authority on their own or together with the intermediary's own authorised signatories.
Limited Partnership (GP is a LLP) Appointing Intermediary Mandate
Intermediary version of the Limited Partnership mandate (where the General Partner is a Limited Liability Partnership) where the signing arrangements point exclusively to the intermediary's standard authorised signatory list.
Limited Partnership (GP is a LLP) Mandate
Standard Limited Partnership mandate (where the General Partner is a Limited Liability Partnership) where there are non standard signing arrangements, e.g. the members have signing authority on their own or together with the intermediary's own authorised signatories.
Limited Partnership (GP is a LP) Appointing Intermediary Mandate
Intermediary version of the Limited Partnership mandate (where the General Partner is a Limited Partnership and its GP is a Company). The signing arrangements point exclusively to the intermediary's standard authorised signatory list.
Limited Partnership (GP is a LP) Mandate
Standard Limited Partnership mandate (where the General Partner is a Limited Partnership and its GP is a Company) where there are non standard signing arrangements, e.g. an external director has signing authority along with the intermediary's own authorised signatories.
Limited Liability Partnership Appointing Intermediary Mandate
The Intermediary version of the Limited Liability Partnership mandate where the signing arrangements point exclusively to the intermediary's standard authorised signatory list.
Limited Liability Partnership Mandate
Standard Limited Liability Partnership mandate for use with the intermediary's own accounts or for a client entity which has non standard signing arrangements, e.g. the members have signing authority on their own or together with the intermediary's own authorised signatories.
Sole Corporate Trustee
Where a sole corporate trustee has been appointed please use either the standard or appointing intermediary version of our Limited Company mandate, depending upon the signing arrangements in place.
Joint Corporate Trustees Appointing Intermediary Mandate
For use where both Corporate Trustees are affiliates of the same intermediary operating off the intermediary's standard authorised signatory list. This type of arrangement is common with Property Unit Trust structures.
Joint Corporate Trustees Mandate
For use where two independent or non-related Corporate Trustees are appointed as Co or Joint Trustees of a Trust or Settlement.
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.