Clients Premium Account

Manage your clients’ money with ease

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

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.

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.

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.

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 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, 1,738KB]

 

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

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.

What if I don’t see the prefilled email?

If the prefilled email doesn’t appear, please send your completed questionnaire to CPADD@Barclays.com.

If we approve your application, we’ll then write to you to confirm when the account is opened and provide your account details.  

What if I get an error message?

Please make sure you’ve downloaded the PDF file above – once you’ve done this, you’ll be able to fill it in. You might get an error message if you try to open the link in your browser.