Clients' Monies Service

Manage third party funds with ease

Efficient way to manage third party funds that reduces admin

A service suitable for regulated firms such as law firms, accountancy practices, insolvency practitioners and property managers who manage clients’ monies.

Instant access to funds online  

Manage multiple accounts with ease

Simplified reporting for each client

Helps you meet Regulatory compliance

Easy to import and export

Get a full electronic audit trail

View the Clients’ Monies Service online demo and see how it could help you manage third party funds.

Benefits for you

info

Convenient and instant access to all your accounts

Get online access with real time movement of funds and fee-free withdrawals when your client needs them. You can create as many accounts as you need, make multiple transactions and use a range of currencies.

Everything is secure

Instructions are sent securely and nominated Administrators control user access through the allocation of roles and privileges.

Get the reporting you need

Have statements and certificates of interest automatically generated for each client. You'll also be able to import and export data, to make your internal accounting easier. Reports available are; client account balance, client account interest, customer interest paid, transaction summary and client account transaction summaries.

Helps you stay compliant

Our service helps you comply with professional obligations and follows HMRC for interest and commission payments.

Easy to set up and maintain

Our dedicated help desk is on hand to assist you with any question.

More information

Log in for existing customers

If you are an existing customer of our Clients' Monies Service (CMS), please click below to log in to manage your third party funds.

How to apply

Great, thanks for choosing our Clients' Monies Service. Let's get started. Is your business turnover...

Are you a new or existing customer?

Enquire online

Simply tell us a little about your business and your needs, and we’ll be in touch by the end of the next working day to talk through possible solutions tailored specifically for you.

Alternatively, you can always talk to your relationship manager or give us a ring on the number below.

Contact us (minicom): 0800 0681 289

Lines are open 9.00am-5.30pm Monday to Friday (except public holidays). Calls may be recorded and call charges from residential, business and mobiles vary, depending on your telephone operator's tariff.

Business and Relationship Managers are available 9am-5pm Monday to Friday.

Enquire online

Simply tell us a little about your business and your needs, and we’ll be in touch by the end of the next working day to talk through possible solutions tailored specifically for you.

Alternatively, you can always talk to your relationship manager or give us a ring on the number below.

Contact us (minicom): 0800 0681 289

Lines are open 9.00am-5.30pm Monday to Friday (except public holidays). Calls may be recorded and call charges from residential, business and mobiles vary, depending on your telephone operator's tariff.

Business and Relationship Managers are available 9am-5pm Monday to Friday.

Are you a new or existing customer?

Enquire online

Simply tell us a little about your business and your needs, and we’ll be in touch by the end of the next working day to talk through possible solutions tailored specifically for you.

Alternatively, you can always talk to your relationship manager or give us a ring on the number below.

Contact us (minicom): 0800 0681 289

Lines are open 9.00am-5.30pm Monday to Friday (except public holidays). Calls may be recorded and call charges from residential, business and mobiles vary, depending on your telephone operator's tariff.

Business and Relationship Managers are available 9am-5pm Monday to Friday.

Enquire online

Simply tell us a little about your business and your needs, and we’ll be in touch by the end of the next working day to talk through possible solutions tailored specifically for you.

Alternatively, you can always talk to your relationship manager or give us a ring on the number below.

Contact us (minicom): 0800 0681 289

Lines are open 9.00am-5.30pm Monday to Friday (except public holidays). Calls may be recorded and call charges from residential, business and mobiles vary, depending on your telephone operator's tariff.

Business and Relationship Managers are available 9am-5pm Monday to Friday.

Something else we can help you with?