Help & Support

Request an account audit letter

An audit letter gives your auditor a summary of your account information.

They’ll need this for financial reporting or audit purposes.

Before you start

Have you sent us a Letter of Authority?

We’ll need one for each business entity before we can disclose information to an auditor.

For auditors – How to request an audit

By email

First, check that your client has sent us a Letter of Authority.

You’ll need to submit a separate request for accounts held with Lloyds Bank, Bank of Scotland and/or Lloyds Bank Corporate Markets.

Download form (PDF, 306KB)

Having issues? Get help opening the form.

When completed, email the form to:

  • First, check that your client has sent us a Letter of Authority.

    You’ll need to submit a separate request for accounts held with Lloyds Bank, Bank of Scotland, and/or Lloyds Bank Corporate Markets. The letter must be printed on your company letter headed paper.

    In the letter please tell us:

    • If it is a full or standard request
    • The sort code and account number for each legal entity
    • The Short ID or Deal Reference for any Treasury Deposits your client has
    • If your client reports to the stock market, the date that the letter must be issued.

    All letters must contain both of these disclaimers:

    • “This request and your response will not create any contractual or any other duty with us”
    • “Where your response to this request is provided to a third party, neither your response nor the request will create any contractual relationship or any duty with the third party”.

Frequently asked questions

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