Client Accounts

What is a Client Account?

A Client Account is an arrangement available to sole traders, partnerships and incorporated organisations, to deposit client funds for savings purposes.

A Client Account can be used to hold money on behalf of clients and is not designed to make payments for your own business.  Client Accounts cannot be accessed by third parties and are separate from the company account to which the funds are transferred.

Our Client Account Products

Bath Building Society Client Accounts can be managed through our online facility, Bath Online, or through our Branch and Agency network.

Client Instant

An instant access Client Account suitable for sole traders, partnerships and incorporated companies.

Client 100

An account for customers who prefer a slightly higher rate of interest and do not require instant access to their funds, suitable for sole traders, partnerships and incorporated companies.

Setting up a Client Account

Accounts are opened by completing a Business Savings Account application form, which you can download here.  The application forms are also available from any Branch, Agency, or by contacting our Customer Service department. Personal details and identification are required for all signatories and persons with significant control.

For incorporated businesses, a copy of the Certificate of Incorporation will be required.

For partnerships where there are more partners than named signatories on the account, a letter will be required, signed on behalf of the firm, advising the names of the signatories, and the number required to operate the account. This letter must be signed by a Partner who is not one of the named signatories.

An initial deposit of at least £1 is required to open each account, payable in the name of the account title. This and future deposits can be paid by cheque from a UK bank in the name of the business, or by electronic transfer.

Contact us

We are here to help you understand more about how our Client Accounts operate and what you need to do to open a Client Instant or Client 100 account. You can call our Client Account specialists Emma Seymour or Jon Sweeting on 01225 423271.  Or book an appointment (we are currently only arranging online and telephone appointments in accordance with Government guidelines):

See Online Booking Page