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Manage your signatories

Your mandate sets out who can access your account and what they’re allowed to do—helping ensure your money is managed safely and securely.

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Sole traders

Most sole traders are now able to update their signatories within the mobile app; it’s the simplest and quickest way to make these changes - read our guide. 

 

Trusts, unincorporated charities, clubs, societies and community organisations

If your organisation is one of these, take a look at our guidance.

 

Bereavements

If you need to make a change as a result of a bereavement, visit the bereavement page.  

How can I add, remove, or amend signatories on my account?

  • Some business customers can add and remove a signatory or third party via the mobile app. To see if you’re eligible, take a look at our checklist. 
  • If you can’t use the app, you can add, remove or amend signatories on your account by filling out the business or commercial form below. Have a read of our guidance to help you decide which is right for you.
  • To help us complete your request we may need to reach out to you and the other individuals named in your application.  
Information Message

What information or documents will I need to provide?

  • The name, job title, email address and mobile number of any people you're adding or removing. 
  • The name, email address and mobile number of the signatory who needs to authorise this request. 
  • Your main business account number and sort code and details of any specific accounts you want to update, unless you’re updating all of them. 
  • Your organisation's registered number (if it's registered) - e.g. company number, charity number, or limited partnership number. 
  • For Limited Companies, the request must be signed by the Chairperson of the Meeting who must be an active Director or Secretary on Companies House and also an existing Authorised Signatory on the account. If they are not already a signatory on the account, the authoriser must be named to added as part of the request. 
  • For Trusts, you’ll need to provide us with your Trust deed and the Deed of Appointment or Retirement for those being added or removed 
  • For Clubs / Societies, you’ll need to provide the minutes of the meeting giving authority to the new signatories 
  • We’ll also need you to upload a picture of your signature.
Information Message

Using the mobile app

Checklist

You can add and remove signatories or third parties to your mandate using the mobile app if you:

  • Are a business banking customer
  • Are a sole Trader, limited company or UK company limited by guarantee
  • Have fewer than 5 accounts 
  • Have biometrics set up in the app already
  • Have signing rules that don’t require more than two people to sign
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How to use

To add, remove or amend signatories 

  1. Log in to the app. 
  2. Select the profile icon at the top of the account screen. 
  3. Select ‘Manage business details’. 
  4. Select either ‘Mandates and Signatories’ or ‘Mandates and Third Parties’
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Which form do I complete?

If you wish to add, remove, or amend signatories, you’ll need to complete one of the forms below. Have a read, and if you’re still not sure whether you’re a Business or Commercial customer, contact us for help. 

Business customers

This form may be right for you if:

  • Your annual turnover is £2M or below 
  • Your day-to-day contact team is Businessline – 03457 11 44 77
Information Message

Complete the business form Open in new window

Commercial and corporate customers

This form may be right for you if:
  • Your turnover is more than £2m annually 
  • Your day-to-day contact team is your customer service team  
Information Message

Complete the commercial form Open in new window

Understanding mandates

What is a mandate?

A mandate sets out your signatories and signing rules. This tells us who can use your bank account and what they can do with it. For example, if you have a business account, there may be several people who can use it, each with different permissions.

What is a signatory or third party?

A signatory (or third party for sole trader accounts) is someone who has the authority to use your bank account. They can sign cheques, take out money, and manage other transactions.

What is an authoriser?

An authoriser is someone who can approve changes to your mandate. Authorisers are determined based on your business or organisation type.

What are signing rules?

Signing rules tell us who can use your business account and what they can do. You set these rules as part of your mandate.

For example, your signing rules could state that:

  • One person can sign for payments up to £500.
  • Two people are required to sign for anything above that amount.
  • Only certain people (directors, for example) are authorised to make payments above a certain amount.

Frequently asked questions

Need assistance? Get in touch

If you’re not sure which form is right for you or which legal entity option to select, start a chat with our virtual assistant Cora.

 

Give us a call:

  • 03457 11 44 77
  • 18001 0345 711 4477 (Relay UK)
  • 0044 870 511 4477 (from overseas)

Our opening hours are Monday - Friday 8am-7pm and Saturday 9am-3pm.

Chat on WhatsApp: You can now chat to us securely anytime with your business banking queries on WhatsApp

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