Online Client Money Account

Manage your clients' funds how you want,
when you want

If you manage client funds then take a look at our online Client Account delivered by Castle Money. This account enables you to hold your clients' funds in one pooled account or within separate named sub-accounts managed by you easily and securely online, all with an attractive rate.

5 great benefits

Immediate access to funds

Online statements as and when you need

Ability to view closed client accounts provided the master account remains open

Online support available between the hours of 9-5 Monday to Friday

Skipton relationship manager.

 

Key features and benefits

• 1% gross pa/AER variable
• Once opened you can operate the account 24/7 via the internet
  (no need for fax or post)
• Free CHAPS payments
• Maximum deposit – £10 million per master account and its associated sub-account(s)
• Choose either a designated or un-designated master account
• Create a master account for each office if you have more than one
• Interest is calculated daily, paid monthly and will be paid gross or net depending on whether the account is designated or un-desginated.

Straightforward account management

The online system is easy to use and once we have set up your master account you can create sub-accounts quickly and easily. There aren’t any limitations to the system and you can;

• make an unlimited number of transactions without charge including CHAPS
• create as many sub-accounts as you need for each master account or just the one if you want an attractive rate for your pooled money

And if you have any queries at any point you can utilise the telephone support service. Your designated Skipton relationship manager will also be available to discuss any other issues.