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Request to Add and/or Remove Signatories from an Existing Mandate

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Thank you for requesting to change the signatories on your existing mandate updating signatories on your existing mandate.
Your form has been submitted and your reference code is
Please make a note of this code in case you want to call us about your form or sign it at your local branch
Would you like to tell us about the experience making changes to your account so far?If so, please fill out this brief Comment Card

What you need to do now

1.To authorise the request, please download and print a copy of your form 2.Carefully follow the signing instructions 3.Return the signed form to HSBC Banking Ops-Mandates, PO Box 6402, Coventry, CV3 9NA, FREEPOST
If you don't have access to a printer, we can retrieve and print a copy for you at your local branch using the above reference code. Just call us 03457 60 60 60 to arrange a convenient time for you (and any other signatories, where appropriate) to visit and sign.

We will hold your submission for 45 days until we receive a signed copy of the form. After this time, you will need to start a new online form.

After we’ve received your signed form, we may contact you and ask that new signatories upload copies of suitable identity documents using a smartphone or webcam, or show the original documents at their nearest branch. Please note, your mandate changes will not become active until we have confirmed their identity and address.

Once we have completed our checks, the mandate revisions will take effect.

Please note, if you're downloading to a mobile device or tablet, your form may not open automatically. You can find it in your documents folder.
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Your reference code is:
Thank you, your form will be held for a period of 35 days pending receipt of your signed form. Please print the form, sign it in accordance with your mandate and post it to us at 'Freepost , Customer information, PO Box 6201, Coventry CV3 9HW'.If you don't have access to a printer, you can sign the form at branch. Please telephone 03457 606060 in order to arrange a convenient appointment when you, and if appropriate other signatories, can call to branch. Please select ' Download a copy ' to download and print now, or exit now to sign at branch

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Request to Add and/or Remove Signatories from an Existing Mandate

Your reference code:
Banking indexing code:
Thank you for your online request to amend your mandate.
Your form has been submitted and your reference code is:
Authorising the mandate amendments
Please now print and complete all pages of this document, signing in black ink where indicated. Do not use correction fluid or make any changes to the printed information. Other than to complete the signatory boxes, please do not write on this form as we will not be able to process a form which contains additional written instructions. If you need to make a correction to the handwritten information within the signatory boxes, the change must be initialled by any two signatories (where there is only one signatory, just one initial is required). If you don't have access to a printer, we can retrieve and print a copy for you at your local branch using the above reference code. Just call us 03457 60 60 60 to arrange a convenient time for you (and any other appropriate signatories) to visit and sign.
Returning the signed form to us
Please ensure that all pages of this document are returned to us. Return the signed form to: HSBC Banking Ops-Mandates, PO Box 6402, Coventry, CV3 9NA, FREEPOST. We will hold your online submission for 45 days until we receive a signed copy of this document. After this time, you will need to submit a new online request.
After we've received your signed form
As part of our checking process, we need to verify the identity and address of any new signatories who are beneficial owners or principal controllers, and all new signatories for clubs, societies and associations. We may contact you to ask that these individuals upload copies of their identity documents using a smartphone or webcam, or take their original documents to their nearest branch. Once we have completed our checks, the mandate changes will take effect.
For bank use only:
Ensure the primary user is fully indentified and BACS requests are approved RM/Business Specialist
Thank you for your online request to amend your mandate.
Your form has been submitted and your reference code is:

Authorising the mandate amendments

Please now print and complete all pages of this document, signing in black ink where indicated. Do not use correction fluid or make any changes to the printed information. Other than to complete the signatory boxes, please do not write on this form as we will not be able to process a form which contains additional written instructions. If you need to make a correction to the handwritten information within the signatory boxes, the change must be initialled by any two signatories (where there is only one signatory, just one initial is required). If you don't have access to a printer, we can retrieve and print a copy for you at your local branch using the above reference code. Just call us 03457 60 60 60 to arrange a convenient time for you (and any other appropriate signatories) to visit and sign.

Returning the signed form to us

Please ensure that all pages of this document are returned to us. Return the signed form to: HSBC Banking Ops-Mandates, PO Box 6402, Coventry, CV3 9NA, FREEPOST. We will hold your online submission for 45 days until we receive a signed copy of this document. After this time, you will need to submit a new online request.

After we've received your signed form

As part of our checking process, we need to verify the identity and address of any new signatories who are beneficial owners or principal controllers, and all new signatories for clubs, societies and associations. We may contact you to ask that these individuals upload copies of their identity documents using a smartphone or webcam, or take their original documents to their nearest branch. Once we have completed our checks, the mandate changes will take effect.

Information you provide to us

We will use any information you provide to us as explained in our Privacy Notice. You can find this at www.business.hsbc.uk or you can ask for a copy in branch.Before you (or anyone on your behalf) provides information about any individual to us or a member of the HSBC Group you must ensure that you have a legitimate interest, lawful purpose or the agreement of the relevant individual. You must also ensure they’ve been provided with our Privacy Notice, which explains the way in which their information will be processed and their rights in relation to their information.
We will use any information you provide to us as explained in our Privacy Notice. You can find this at www.business.hsbc.com, after selecting your location or you can ask for a copy in branch.Before you (or anyone on your behalf) provides information about any individual to us or a member of the HSBC Group you must ensure that you have a legitimate interest, lawful purpose or the agreement of the relevant individual. You must also ensure they’ve been provided with our Privacy Notice, which explains the way in which their information will be processed and their rights in relation to their information.

Bank use only

Leave below blank unless authorised by a Business Specialist/Commercial Officer or RM
Mandate reviewed by Business Specialist/Commercial Officer or RM
Mandate reviewed by authorised signatory
Adding or removing signatures from your existing mandate
Use this form if you are a limited company, a limited liability partnership, or a club, society or association and wish to change the signatories on your existing mandate. By completing this form, you are indicating that everything else on the mandate, including the signing rules and the accounts it covers, will remain the same. You cannot use this form if: you wish to change the accounts covered by the mandate you currently have two or more mandates in place, each covering specified accountsyou are a partnership your existing mandate allocates individual signing limits to named signatoriesyou wish to change the signing rules in the existing mandate
If any of the above applies, this form will not be processed. You will need to complete a new mandate form instead.
If you want to add a signatory who is new to any account covered by your existing mandate, we'll ask you to provide the following details about them:
full name of the new signatoryposition within the business date of birth preferred phone number full residential address and date moved in nationality and citizenship whether they have a shareholding of 25% or more in the business
Authorising the change
After you've submitted your form, you simply need to:
download and print a copy carefully follow the signing instructions post your signed form back to us using the freepost address provided
Use this form if you are a limited company, a limited liability partnership, or a club, society or association and wish to change the signatories on your existing mandate. By completing this form, you are indicating that everything else on the mandate, including the signing rules and the accounts it covers, will remain the same. You cannot use this form if: you wish to change the accounts covered by the mandate you currently have two or more mandates in place, each covering specified accountsyou are a partnership your existing mandate allocates individual signing limits to named signatoriesyou wish to change the signing rules in the existing mandate
If any of the above applies, this form will not be processed. You will need to complete a new mandate form instead.
If you want to add a signatory who is new to any account covered by your existing mandate, we'll ask you to provide the following details about them:
full name of the new signatoryposition within the business date of birth preferred phone number full residential address and date moved in nationality and citizenship whether they have a shareholding of 25% or more in the business
Authorising the change
After you've submitted your form, you simply need to:
download and print a copy carefully follow the signing instructions post your signed form back to us using the freepost address provided
If you don't have access to a printer, you can arrange to sign the form at your local branch.

If you need to update other details relating to this business such as: changing the address, updating the mailing name, updating contact details etc. please visit your local HSBC branch or contact Business Telephone Banking on 03457 606060 to discuss your requirements.

After we’ve received your signed form, we may contact you to ask that new signatories upload copies of suitable identity documents using a smartphone or webcam, or show the original documents at their nearest branch. Please note, the mandate changes will not become active until we have confirmed their identity and address.

If you have any questions about completing this form, please call us on 03457 60 60 60 (textphone 03457 125 563) or +44 1226 260 878 if you're calling from overseas.

Lines are open 8am to 10pm everyday. To help us continually improve our service, and in the interests of security, we may monitor and/or record your telephone calls.

Information you provide to us

We will use any information you provide to us as explained in our Privacy Notice.Before you (or anyone on your behalf) provides information about any individual to us or a member of the HSBC Group you must ensure that you have a legitimate interest, lawful purpose or the agreement of the relevant individual. You must also ensure they’ve been provided with our Privacy Notice, which explains the way in which their information will be processed and their rights in relation to their information.
We will use any information you provide to us as explained in our Privacy Notice.Before you (or anyone on your behalf) provides information about any individual to us or a member of the HSBC Group you must ensure that you have a legitimate interest, lawful purpose or the agreement of the relevant individual. You must also ensure they’ve been provided with our Privacy Notice, which explains the way in which their information will be processed and their rights in relation to their information.
If your business type is not listed above, please call us on 03457 60 60 60 to change a signature on your mandate
This selection is valid for community accounts known as societies, clubs and associations. If this does not describe your account, for example if your account is for a local authority, school, treasurer or trustee account, please change your selection to 'other' where we will provide you with contact details to advise your next steps.
This form is only suitable for mandates for limited companies, limited liability partnerships, and societies, clubs and associations. To add or remove a signatory on a partnership or sole trader mandate, please call us on 03457 606060.
Does your current mandate allocate individual signing limits to named signatories?
Where your current mandate allocates individual signing limits to named signatories, we will be unable to process your request. If this is the case, please complete a new mandate form.
Where your current mandate allocates individual signing limits to named signatories, we will be unable to process your request. If this is the case, please complete a new mandate form.
This form is only suitable for mandates without individual signing limits. To add or remove signatories from a mandate with individual signing limits, please complete a new mandate form.
This form is only suitable for mandates without individual signing limits. To add or remove signatories from a mandate with individual signing limits, please complete a new mandate form.
Does your current mandate cover all accounts held now and in the future?
Where you have more than one mandate in place for your business, we will be unable to process your request. If this is the case, please complete a new mandate form.
Where you have more than one mandate in place for your business, we will be unable to process your request. If this is the case, please complete a new mandate form.
This form is only suitable for mandates that cover all your accounts. To add or remove a signatory from a mandate that covers a specific account, please complete a new mandate form.
This form is only suitable for mandates that cover all your accounts. To add or remove a signatory from a mandate that covers a specific account, please complete a new mandate form.
In case we need to contact you about your application, please provide your name and preferred contact details
Enter a valid email address e.g. name@example.com
Phone number
Phone number - Country code
Phone number - Phone number
This mandate is for . Is this correct?
You have selected
Name of
WARNING: This new mandate will only cover the accounts selected. Other accounts will continue to be covered by their existing mandate.
Please tell us which accounts this mandate is to cover?
Account

Account

I wish to

Please tell us about the signatories you would like to add

We will now ask for details about the signatories you wish to add to the mandate. You will need to provide us with the full name and contact details of each signatory and their position within the company.
Signatory

Signatory

Preferred phone number
Preferred phone number - Country code
Preferred phone number - Phone number
Official position in
Is this person considered to be of influence in politics, in any way politically exposed, or do they hold a position in the executive, military or judicial sectors of a government?
Does this person have any close associates or immediate family members who are considered to be of influence in politics, in any way politically exposed, or who hold a position in the executive, military or judicial sectors of a government?
Before the mandate can take effect, we will need to speak to this person. We will contact them shortly after receiving the signed mandate from you.
Date of birth
Current Address
What type of residential address do they hold?
UK address
British Forces Post Office
Overseas
Channel Islands
Date you moved in (DD/MM/YYYY) is a date and must be in the past. The date format is DD/MM/YYYY
Previous address type
UK address
British Forces Post Office
Overseas
Channel Islands
Date you moved in (DD/MM/YYYY) is a date and must be in the past. The date format is DD/MM/YYYY
Is this signatory a national or citizen of the UK?
Is this signatory also a national or citizen of any other country?
Does this person have a shareholding of 25% or more in the business?
As part of our checking process, we need to verify the identity and address of all new signatories who are beneficial owners

Please tell us about the signatories you would like to remove

Signatory

Signatory

Official position in
You will now need to tell us who is authorised to give instructions on behalf of the business:
Instructions” means
a) cheques or other payment instructions signed on behalf of the business and any payment instructions which have been duly authorised otherwise than in writing, whether any account of the business is in debit or credit;
b) any instructions to stop a payment on behalf of the business received by the Bank in accordance with the applicable provisions in the Business Banking Terms and Conditions at that time;
c) any agreement(s) signed on behalf of the business for or relating to electronic and/or telephone banking services of any kind whatsoever (“Services”), and the business acknowledges and accepts there is a power to delegate (including the power to sub-delegate) the operation of the Services as set out in the terms and conditions governing the Services;
d) any agreement(s) signed on behalf of the business for or relating to debit, credit or charge card facilities of any kind whatsoever (“Card Facilities”), and the business acknowledges and accepts there is a power to delegate (including the power to sub-delegate) as set out in the terms and conditions governing the Card Facilities;
e) instructions to deliver any item held on behalf of the business by the Bank in safe keeping;
f) any other instructions in respect of any other transaction with the Bank (including the opening of additional account(s) and closing of any account(s)).
You may want to give some or all signatories limited authority to manage the business account/s. We will now offer you a number of options to configure the boundaries for your signatories
HSBC to accept any instruction signed by any one signatory
All signatories will be able to submit all types of instructions by themselves
HSBC to accept any instruction signed by any X signatories
All signatories will be able to submit all types of instructions but they will need to submit them jointly with another signatory
I wish to set up different signing rules to those shown above
For example, you wish to set limits based on amounts or restrictions about which people can sign together
Please select as appropriate:
HSBC to accept any instruction signed by any one signatory
All signatories will be able to submit all types of instructions by themselves
HSBC to accept any instruction signed by any X signatories
All signatories will be able to submit all types of instructions but they will need to submit them jointly with another signatory
I wish to set up different signing rules to those shown above
For example, you wish to set limits based on amounts or restrictions about which people can sign together
Please note, where signing rules allocate payment limits, other instructions will require authorisation in line with the highest signing rules
Individual payment limits do not apply to internet and telephone banking services

Thresholds

Threshold

Threshold

Restrictions

HSBC to accept instructions signed by
of which one must always be

Other Rules

Before this mandate can be made active, we will need to undertake some standard checks, this will include an identity check for all new signatories who are also beneficial owners or key controllers. We can either conduct an electronic identity check or, after we've received your signed form, we will contact you with instructions on how they can upload copies of suitable identity documents using a smartphone or webcam, or show the original documents at their nearest branch.
<i>A <b>beneficial owner</b> is anyone who owns 25% or more shares within the business <br/><br/> A <b>key controller</b> is anyone who is authorised to sign, on their own, to make unlimited payments out of the account</i>
For societies, clubs and associations, we need to undertake these checks on all new signatories.
Please confirm that you have notified these individuals that we will conduct an electronic check of their identity, and that these individuals would like us to proceed with such a check. <p>If we can identify them via an electronic check, they may not have to provide us with any identity and address verification documents.</p><br/><p>We will try to identify the signatories electronically by conducting a credit reference search. This will not be visible to other providers as it is known as an unrecorded entry search.</p><br/><p>This will take into consideration 3 areas:<ul style="font-size: 12px !important"><li>Information that you provide today</li><li>Information that we already hold</li><li>Information we obtain from external credit reference agencies.</li></ul></p><br/><p>Whilst this record will not be visible to any other providers, the individual would be able to see the search if they were to obtain a copy of their credit report.</p>
Date and time confirmation to electronic ID&VA given by :
Please note, the mandate changes will not become active until we have confirmed their identity and address.
The information we have collected about you and your authorised signatories in this mandate will be used to carry out checks with fraud prevention agencies for the purposes of preventing fraud and money laundering, and to verify your identity and the identity of your authorised signatories. We and fraud prevention agencies may also enable law enforcement agencies to access and use your information and that of your authorised signatories to detect, investigate and prevent crime.If we, or a fraud prevention agency, have reason to believe there’s a fraud or money laundering risk we may refuse to provide the services you and your authorised signatories have requested. We may also stop providing existing products and services to you and your authorised signatories.
For more information on how we and fraud prevention agencies may use information about you, your financial associates and individuals connected to your business for these purposes and your and their data protection rights, see here.
For more information on how we and fraud prevention agencies may use information about you, your financial associates and individuals connected to your business for these purposes and your and their data protection rights, see here.
To find out more about credit and fraud checks, read our Guide to Credit Scoring, Credit Reference and Fraud Prevention Agencies. You can get a copy in any of our branches or you can request a copy by contacting us in your preferred way.
Please review your details

Before submitting your form, please use the 'Back' button to review the information you have entered.

Once you have submitted your form, you won't be able to make any changes.

If all the details you have provided are true and correct, click 'Submit'.

Signing rules

For Limited Companies, please sign below in accordance with clause 3.3 of your existing mandate For Limited Liability Partnerships, two members must sign below For clubs, societies and associations, the secretary must sign below. If the secretary signing this form is not the one listed on your current mandate, please enclose a copy of the meeting minutes showing when they were appointed

Submision review

Request Details

About HSBC
is a company registered and established in England and Wales under registration number . Our registered office is at . Our VAT registration number is GB365684514.

is: authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority (our firm reference number is ) regulated by the Jersey Financial Services Commission for Banking, General Insurance Mediation and Investment Business licensed by the Guernsey Financial Services Commission for Banking, Insurance, Collective Investment Schemes and Investment Business licensed by the Isle of Man Financial Services Authority.
Issued by .
, Customer Information, PO Box 6201, Coventry CV3 9HW
© Copyright HSBC Group
About HSBC
is a company registered and established in England and Wales under registration number . Our registered office is at . Our VAT registration number is GB365684514.

is: authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority (our firm reference number is ).
Issued by .
, Customer Information, PO Box 6201, Coventry CV3 9HW
© Copyright HSBC Group
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