Get the free Current Account Referral - F A Qs - June 2013 FINALdoc - pinkmortgageclub co

FOR INTERMEDIARIES AND INVESTMENT PROFESSIONALS ONLY Questions and Answers 1. What is the Santander Intermediary Current Account Referral Platform? The Santander Intermediary Current Account Referral

How to fill out current account referral

How to fill out a current account referral:

1. Start by obtaining a current account referral form from your bank or financial institution. This form is typically available at the branch or can be downloaded from their website.
2. Fill in your personal information accurately. This includes your full name, contact details, residential address, and any other information required by the form.
3. Provide your identification documents, such as a valid passport or national identity card. These documents may need to be verified and attached to the referral form.
4. Specify the type of current account you wish to open. This could be a basic current account, a joint account, or any other specific type offered by your bank.
5. If you have any specific requirements or preferences for your current account, mention them in the referral form. This could include features like overdraft facilities, online banking, or a designated account manager.
6. Review the completed form carefully to ensure all information is accurate and legible. Any errors or missing information could delay the processing of your referral.
7. Sign and date the form. This serves as your authorization for the bank to process your current account referral.
8. Submit the completed referral form to your bank or financial institution. This can often be done in person at a branch or may be submitted electronically through their online platform.

Who needs a current account referral:

1. Individuals who are new to the banking system and need to open their first current account.
2. Customers who want to switch their existing current account to a different bank or financial institution.
3. Anyone who wants to open a joint account with another individual or multiple individuals.
4. Individuals who require specific features or services from their current account that may not be available with their current banking provider.
5. Those who are interested in exploring different current account options to find the one that best suits their financial needs and preferences.

Remember, the need for a current account referral may vary depending on the policies and requirements of your specific bank or financial institution. It is always recommended to check with them directly to understand their procedures for account opening.

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