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  • Accepting investment advice and applying for investment products

  • Are you eligible?

     
    Before you proceed:
    • You should be an existing customer
    • You should only complete this online form if you have recently received a recommendation from one of our Advisers
    • Your Adviser will have presented and explained to you the reason(s) for advice provided.

    What you need

     
    • Your 8 character unique reference
    • Your advice pack, sent to you via secure email from your Adviser
    • If you are applying as a joint customer this form will need to be completed twice, once for you and once for the second applicant.

    Proceed

  • What happens after you apply?

    Your application
    A dedicated team will check your application and all the associated documents to make sure we’ve got everything that we need to proceed with your investment. We’ll contact you if there’s anything else required.

    Building our relationship
    Your Adviser will act as a point of contact for you, help answer any queries you may have and provide you with up to date information when you need it.

    Keeping you informed
    Once all account opening formalities have been completed and we have accepted your application, we will send you a welcome letter to confirm your funds have been invested.

    How to Complain
    If you would like to register a complaint, please follow the steps shown in our “How to Complain” leaflet, which can be provided on request or from any Lloyds Bank International office.

    Alternatively, you can write to us at:

    Lloyds Bank (Gibraltar) Limited, Royal Ocean Plaza, Ocean Village, Gibraltar.

    Or, you can email us at Europe@lloydsbank.gi

    If you cannot settle your complaint with us, you can refer your complaint to the Department of Consumer Affairs of the Government of Gibraltar. You may also be able to submit a claim through the European Online Resolution Platform if you live outside Gibraltar or if you prefer not to deal directly with the Office of Fair Trading of the Government of Gibraltar.

  • Important information

    The online form serves a number of different purposes:

    It is to be used to confirm your acceptance of the investment advice provided to you by Lloyds Bank International Limited (in South Africa, trading as Lloyds Financial Services South Africa) or Lloyds Bank (Gibraltar) Limited (whichever is applicable).

    It can also be used to apply for a number of products and services offered by Lloyds Bank International Limited, Lloyds Bank (Gibraltar) Limited and Lloyds Investment Fund Managers Limited and where this is the case, the online form will be treated as your Application Form.

    Please note: If you would like to apply for a product or service that has been recommended to you, but is offered by a provider outside of the Lloyds Banking Group, you must complete a separate paper Application Form after you have accepted the advice, online.

    Calls may be monitored and recorded in case we need to check we have carried out your instructions correctly and to help us improve our quality of service.

Lloyds Bank Corporate Markets plc is authorised and regulated in the UK as the non-ring fenced bank of the Lloyds Banking Group. The Jersey, Guernsey and Isle of Man branches of Lloyds Bank Corporate Markets plc are each separately licensed as regulated deposit-takers in their respective jurisdictions. Lloyds Bank Corporate Markets plc is independent from Lloyds Bank plc, which is authorised and regulated in the UK as the ring fenced bank of the Lloyds Banking Group. For more information on ring-fencing visit international.lloydsbank.com/ringfencing/.

Lloyds Bank (International Services) Limited, a Jersey registered and regulated bank, is a subsidiary of Lloyds Bank Corporate Markets plc, a UK Non-ring-fenced Bank. Both companies are part of Lloyds Banking Group plc. They are independent from Lloyds Bank plc which is Lloyds Banking Group’s ring-fenced UK regulated retail and commercial bank. For more information on ring-fencing visit international.lloydsbank.com/ringfencing/.

Our International services are offered by Lloyds Bank Corporate Markets plc & Lloyds Bank (International Services) Limited. See Company Information. Whilst our services will be available to many customers, there are countries where, due to legal or regulatory restraints, we cannot provide them.

Rules and regulations made under the UK Financial Services and Markets Act 2000 for the protection of depositors and investors, including the Financial Services Compensation Scheme, do not apply to the financial services business of companies within the Lloyds Banking Group carried out from offices outside of the United Kingdom.

Lloyds Bank Corporate Markets plc. Registered Office and principal place of business: 25 Gresham Street, London, EC2V 7HN. Registered in England and Wales no. 10399850 with company number 10399850. Lloyds Bank Corporate Markets plc in the UK is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 763256. Authorisation can be checked on the Financial Services Register.

Services provided by the Jersey, Guernsey and Isle of Man branches of Lloyds Bank Corporate Markets plc will be subject to the regulatory regime applicable in their respective jurisdiction, which will differ in some or all respects from that of the UK.

Further information about the regulatory status of the Jersey, Guernsey and Isle of Man branches of Lloyds Bank Corporate Markets plc, is set out below.

The Jersey branch of Lloyds Bank Corporate Markets plc, principal place of business 9 Broad Street, St Helier, Jersey, JE2 3RR, is regulated by the Jersey Financial Services Commission to carry on deposit-taking business under the Banking Business (Jersey) Law 1991 and general insurance mediation business under the Financial Services (Jersey) Law 1998 and has also notified the Jersey Financial Services Commission that it carries on money service business. Lloyds Bank Corporate Markets plc, Jersey Branch, subscribes to the Jersey Code of Practice for Consumer Lending.

The Guernsey branch of Lloyds Bank Corporate Markets plc, principal place of business 1 Smith Street, St Peter Port, Guernsey GY1 2JN, is licensed by the Guernsey Financial Services Commission to take deposits and insurance intermediary business under the Banking Supervision (Bailiwick of Guernsey) Law 2020, and the Insurance Managers and Insurance Intermediaries (Bailiwick of Guernsey) Law, 2002 (as amended), respectively, and is also registered with the Guernsey Financial Services Commission as a money service provider.

The Isle of Man branch of Lloyds Bank Corporate Markets plc, principal place of business Villiers House, 2 Victoria Street, Douglas, Isle of Man, IM1 2LN, is licensed by the Isle of Man Financial Services Authority to conduct deposit-taking and is also registered as an insurance intermediary in respect of general business.

Lloyds Bank International is the registered business name of Lloyds Bank Corporate Markets plc in Jersey and the Isle of Man.

Lloyds Banking Group plc does not guarantee the liabilities of its subsidiaries. The paid up capital and reserves of Lloyds Banking Group plc was £53.152bn billion as at 31 December 2021. Rules and regulations made under the UK Financial Services and Markets Act 2000, including the Financial Services Compensation Scheme, do not apply to the financial services business of companies within the Lloyds Banking Group carried out from offices outside the United Kingdom.

The paid up share capital and reserves of Lloyds Bank Corporate Markets plc was £3.489 billion as at 31 December 2021. Copies of our terms and conditions and latest report and accounts are available upon request from the above registered office.

The paid up capital and reserves of Lloyds Bank (International Services) Limited was £32.37 million at 31 December 2021. Copies of our terms and conditions are available on request from the above registered office.

Lloyds Bank International is the registered business name of Lloyds Bank Corporate Markets plc in Jersey and is a participant in the Jersey Bank Depositors Compensation Scheme. The Scheme offers protection for eligible deposits of up to £50,000. Eligible deposits are deposits held by private individuals and charities. Depositor protection does not extend to corporations, small to medium sized enterprises, partnerships and trusts. The maximum total amount of compensation is capped at £100,000,000 in any 5 year period. Full details of the Scheme and banking groups covered are available on the States of Jersey website or on request.

The Isle of Man branch of Lloyds Bank Corporate Markets plc is a participant in the Isle of Man Depositors’ Compensation Scheme as set out in the Depositors’ Compensation Scheme Regulations 2010, as amended (the “Isle of Man Scheme”). The Isle of Man Scheme offers protection for ‘eligible protected deposits’ of up to £50,000 (which includes deposits by most individual persons but does not, for example, include trustees or nominees) or £20,000 for most other categories of depositor, subject to certain rules and limitations set out in the  Isle  of  Man  Scheme.  Further details of the Isle of Man Scheme are available on the Isle of Man Financial Services Authority’s website and on request.

The Guernsey branch of Lloyds Bank Corporate Markets plc is a participant in the Guernsey Banking Deposit Compensation Scheme. The Scheme offers protection for 'qualifying deposits' up to £ 50,000, subject to certain limitations. The maximum total amount of compensation is capped at £ 100,000,000 in any 5 year period. Full details are available on the Scheme's website or on request from telephone: +44 (0) 1481 722756 or post: P.O. Box 33, Dorey Court, Admiral Park, St Peter Port, Guernsey GY1 4AT. Deposits are not covered by the Financial Services Compensation Scheme under the Financial Services and Markets Act 2000 in the United Kingdom.

Deposits with the Guernsey branch of Lloyds Bank Corporate Markets plc will not be covered by any equivalent deposit compensation scheme to the Guernsey Banking Deposit Compensation Scheme in any other jurisdiction.

Complaints involving the Isle of Man branch of Lloyds Bank Corporate Markets plc that it cannot settle should be referred to the Financial Services Ombudsman Scheme in the Isle of Man. Complaints involving the Jersey and Guernsey branches of Lloyds Bank Corporate Markets plc that it cannot settle should be referred to the Channel Islands Financial Ombudsman.

View our information on how to complain.

Lloyds Bank (International Services) Limited. Registered office and principal place of business: 9 Broad Street, St Helier, Jersey, JE2 3RR. Lloyds Bank (International Services) Limited is incorporated in Jersey No. 128655 and is regulated by the Jersey Financial Services Commission to carry on deposit taking business under the Banking Business (Jersey) Law 1991. Lloyds Bank (International Services) Limited has also notified the Jersey Financial Services Commission that it carries on money services business.

Lloyds Bank (International Services) Limited is a participant in the Jersey Bank Depositors Compensation Scheme.  The Scheme offers protection for eligible deposits of up to £50,000.  Eligible deposits are deposits held by private individuals and charities.  Depositor protection does not extend to corporations, small to medium sized enterprises, partnerships and trusts. The maximum total amount of compensation is capped at £100,000,000 in any 5 year period.  Full details of the Scheme and banking groups covered are available on the States of Jersey website or on request.

Please note that, in relation to banking services which we provide, you might not be eligible for compensation under a deposit protection guarantee scheme available in your country of residence. If in doubt, contact your local banking regulator, visit their website or seek independent advice.

Lloyds Bank (International Services) Limited is a wholly owned subsidiary of Lloyds Bank Corporate Markets plc. Lloyds Bank Corporate Markets plc is incorporated in the United Kingdom, is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under number 763256 and is part of the Lloyds Banking Group.

Lloyds Bank Corporate Markets plc is incorporated in England and Wales with company number 10399850 and is authorised by the Prudential Regulation Authority (PRA), registration number 763256 and regulated by the Financial Conduct Authority (FCA)and the Prudential Regulation Authority. The Jersey, Isle of Man and Guernsey branches of Lloyds Bank Corporate Markets plc are licensed by the Jersey Financial Services Commission, the Isle of Man Financial Services Authority and the Guernsey Financial Services Commission respectively. Lloyds Bank Corporate Markets plc is a wholly owned subsidiary of Lloyds Banking Group plc. The Jersey, Isle of Man and Guernsey branches of Lloyds Bank Corporate Markets plc place funds with Lloyds Bank Corporate Markets plc and thus their financial standing is linked to that of Lloyds Banking Group.

Depositors may wish to form their own view on the financial standing of Lloyds Bank Corporate Markets plc and Lloyds Bank (International Services) Limited and their respective parent company based upon publicly available information.

Legislation or regulations in your home jurisdiction may prohibit you from entering into such a transaction with us. We reserve the right to make final determination on whether you are eligible for any products or services. Residents or Nationals of certain jurisdictions may be subject to exchange controls and should seek independent advice before entering into any transactions with us.