Yes. Our trustee banking services are available for access by financial representatives such as IFA’s or specialist trust advisors and planners who represent professional or individual/family trustees, deputies and attorneys.
The Monika banking platform will enable you to open a trustee account much more quickly than legacy banks, and you will also be able to provide your clients with the full range of innovations and financial tools unique to the platform.
To open a trustee bank account on the platform, we will need the necessary documents to confirm your representative status, along with a copy of the Trust Deed and KYC details for the trustees.
If you are a financial advisor and would like to learn more, simply contact us, and our team will be happy to assist you and your team.
