HelpAccount
BuildReviewVisualize
Export data

Register a third party mandate

Joint accounts, attorneys and bereavement: Register a third party mandate. Starts when: Customer lets a helper operate the account. Steps: Customer and helper complete form; Helper KYC; Limits set; Activate; Receipt. Done when: Helper actions are limited and expire on the set date. Rules that apply: FCA BCOBS 5; BIAN Servicing Mandate.

Every capability, grid and graph, with demo data. Nothing real is changed.

Sign in with EDGE ID