Request access.

Provide the information required for an initial review of your proposed institutional custody relationship with Bank House Lockers.

1

Mandate

2

Entity Information

3

Documentation

4

Review & Submit

Select custody mandate

Pension Scheme Custody

Trustee-led safekeeping, settlement oversight and asset servicing for pension scheme assets.

Fund & Securities Custody

Custody, settlement and asset servicing for regulated funds and institutional portfolios.

Private Institutional Mandate

Segregated custody and controlled instructions for family offices and private institutional principals.

Entity Information

Entity Legal Name

Company Registration Number

Entity Type

Jurisdiction of Incorporation

Date of Incorporation

Regulatory Authority

Primary Contact Name

Contact Email

Contact Telephone

Registered Office Address

City

Assets Under Management

Required Documentation

Certificate of Incorporation

Drag your file here or click to select

Accepted formats: PDF (max. 10MB) - Must be certified copy

Articles of Association / Trust Deed

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Accepted formats: PDF (max. 10MB)

Board Resolution

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Authorizing custody relationship and authorized signatories

Beneficial Ownership Documentation

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PSC register or equivalent showing ultimate beneficial owners

Regulatory License (if applicable)

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FCA authorization, AIFMD passport, or equivalent

Review & Acknowledgements

Application Summary

I accept the Custody Terms & Conditions and Privacy Policy

I acknowledge the CASS client money and assets disclosure

I consent to data processing in accordance with UK GDPR and Data Protection Policy

I wish to receive market insights and custody updates (optional)

Relationship review

Mandate-led assessment

Each request is reviewed against the proposed custody structure and authorised instruction model.

Controlled submission

Supporting documents remain subject to institutional verification and access controls.

Relationship office review

A relationship officer will review the initial request before any access is authorised.

Authorised digital access

Portal access is issued only after the institutional relationship has been approved.

Have Questions?

Our onboarding team is ready to assist

Phone: +44 20 7123 4567