This service is for Business & Private Bank customers with an allocated relationship manager.
If you are a Private bank customer you will be able to provide email instructions for all of your current accounts that have a Private relationship manager (Private or retail current accounts).
For Business customers – any of the following types of account will be able to provide instructions via email:
(We cannot accept email instructions in relation to Term Deposits / ISA’s / 40 Day Notice Accounts as the type of transactions covered would not be of any benefit on these types of accounts).
Please refer to the table below for the ‘low risk’ type of transactions being accepted:
|Type of task||Instruction|
|Action to be taken on account:||
|Request to be sent a form:||
Request for information or item:This will be sent via post to your account address held on our systems
This will not be actioned and we would contact you advising that you require to re-submit the request via the normal channels i.e. post, fax or telephone using Identification & Verification protocols.
It may be for these types of transactions more appropriate for you to sign up for our Online Channels i.e. Business Online.
No, this is in addition to the secure email service. This new service is for ‘low risk’ and non-sensitive instructions – refer to table above.
No, as these are 'low risk' type transactions which do not result in the flow of funds from a customer’s account. We will therefore accept 1 email from an authorised signatory for these transactions.
Yes, automated responses will be sent back confirming receipt of your email and that we will only contact you in the event of a query regarding the request.
We will never contact you via email to ask for your account number, or your telephone or internet banking passwords. If you receive that kind of request by email, please do not respond to it.
Yes, as long as the instructions on the email are for the accepted transaction types then you only have to send in one email.
In the first instance we will forward the instruction to the correct email address and contact you advising of the correct email address that you should be using.
You can find impartial information and guidance on money matters on the “Money Advice Service” website.
Clydesdale Bank and Yorkshire Bank are trading names of Clydesdale Bank PLC which is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Financial Services Register No. 121873. Credit facilities other than regulated mortgages and regulated credit agreements are not regulated by the Financial Conduct Authority.
Clydesdale Bank and Yorkshire Bank are covered by the Financial Services Compensation Scheme (FSCS), Find out more.
Registered in Scotland (No. SC001111). Registered Office: 30 St. Vincent Place, Glasgow, G1 2HL.