Required Documents:
Members:
If your customer information is up-to-date, you will only need to sign two documents when opening your current account:
- Signature card
- Customer verification form; and
- You may also need to provide valid identification such as your passportor your driver’s licence
Non-members:
To open your account you will need to complete these forms:
- Customer Information Form (CIF)
- Two (2) references
- Source of Funds
- Individual Self Certification Form
- In addition, you will also need to provide:
- Proof of your address, which can simply be a utility or credit card bill in your name; or a bank statement
- Valid identification, which can be your passport or your driver’s licence; and
- Proof of your employment, which can be a job letter from your employer
- You will also need a minimum opening cash deposit to fund your new chequing account
NON-PERSONAL
- Account Opening Form (Non-Personal)
- Resolution for Companies/Clubs & Associations/Partnerships/Sole Traders
- Entity Self Certification Form
- Tax Compliance Certificate
- Written authorisation (E.g. Financial Institutions Mandate/Minutes of Last Meeting/Letter on the entity’s letterhead signed by a Director/Officer) from entity authorizing opening of account
- Directors’ Resolution authorizing entities’ management to open account(s) and engage in transactions
- Certificate of Registration/ Certificate of Incorporation
- Proof of Address for entity
- Most recent Audited Financial Statement or In-House Statement for entities incorporated under 18 months
- Articles of Incorporation (for entities registered after 2004 – must be certified as compared to the original)
- Memorandum & Articles of Association (for entities registered before 2004 – must be certified as compared to the original)
- Partnership Agreement
- Registration Certificate issued by Independent Schools Committee (where the proprietor is a company, the documentation for companies must be supplied)
- Documented Authority received from the Ministry of Finance
- Act passed by Parliament /Certificate of Incorporation/Letter from the National Umbrella Association
- By-Laws
- Constitution
- Names & Addresses of All Beneficiaries
Interest Rates:
*conditions apply