Clients Premium Account

Manage your clients’ money with ease

A convenient savings account that makes managing your clients’ money even simpler. 


If you've already opened a Clients Premium Account and we've asked you to complete a questionnaire, you can find it here.

Important information before you apply

To see if you’re eligible for a Clients Premium Account, we’ll need some information about your business, client types and the Know Your Customer and Anti-Money Laundering processes you use. Please gather this information before you start the questionnaire.

If you’ve already spoken to us about a Clients Premium Account, please fill in the questionnaire below.

Already opened a Clients Premium Account? We might have asked you to fill in a questionnaire.

If you haven’t spoken to us yet, please get in touch before you start your application, otherwise we won’t be able to consider it.

Read more about Clients Premium Accounts.

Read more about foreign Currency Clients Premium Accounts, which are available in a range of different currencies.

How to apply

Please select and fill in the right questionnaire for your business type. This is an interactive form, so you’ll need to download the PDF before you can fill it in. If you try to open it in your browser, you might get an error message.


If you’ve already opened a Clients Premium Account and we’ve sent you a letter to reconfirm your details, you can find the questionnaire here.


You’ll need a PDF reader, such as Adobe Acrobat Reader, to open this interactive questionnaire, so please use a computer – it might not work on a mobile device. If you don't have Adobe Acrobat Reader, you can download it for free.

If the questionnaire opens with a “Please wait…” message and it doesn’t clear in a few seconds, you might still be viewing it in your browser. If that happens
1. Click on the ‘download’ icon (it’ll normally be in the top right corner, next to the printer symbol) to save the form to a local drive
2. Locate the newly saved form in your chosen file location
3. Right click the file and open with your PDF reader

CPA Eligibility form [PDF, 1,730KB]  

At the end of the questionnaire, please select 'Submit' and we’ll prefill an email for you to send over to us.

If the prefilled email doesn’t appear, please send your completed questionnaire to

You’ll only need to complete one questionnaire each year, no matter how many Clients Premium Accounts you open during that time. If we ever need any further information, we’ll be in touch. We may also ask you to re-confirm or update this information every year.