Core Banking Agreement
What is the Core Banking Agreement?
The Core Banking Agreement (The Agreement) is the collective name for the documents that form your contractual agreement with us for the products and services covered by The Agreement, it includes your terms and conditions and supporting documents, such as application forms and mandates.
The Relationship Terms and Conditions, General Information on Payments, Charges & Contacts and Product & Services Terms & Conditions are set out below and can be viewed online at any time, and you can also download and save them. When these documents are updated, a new version will be added to this page so you can see all versions in one place.
Relationship Terms and Conditions
Relationship Terms and Conditions December 2025 (PDF, 1.85 MB)
General Information on Payments, Charges and Contacts
General Information on Payments, Charges and Contacts December 2025 (PDF, 1.3 MB)
Product & Services Terms & Conditions
Customer Statement Message
Product & Services Terms & Conditions – Customer Statement Message Inward December 2025 (PDF, 292KB)
Insurers Trust Account or Segregated Funds Account
Request for Transfer
Product & Services Terms & Conditions – Request for Transfer Inward December 2025 (PDF, 510KB)
Product & Services Terms & Conditions – Request for Transfer Outward December 2025 (PDF, 287KB)