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Clients' Monies Service

Manage third party funds with ease

Efficient way to manage third party funds that reduces admin

A service suitable for regulated firms such as law firms, accountancy practices, insolvency practitioners and property managers who manage clients’ monies.

Get instant access to funds online  

Manage multiple accounts with ease

Simplified reporting for each client

Helps you meet Regulatory compliance

Easy to import and export

Get a full electronic audit trail

View the Clients’ Monies Service online demo and see how it could help you manage third party funds.

Benefits for you

Convenient and instant access to all your accounts

Get online access with real time movement of funds and fee-free withdrawals when your client needs them. You can create as many accounts as you need, make multiple transactions and use a range of currencies.

Everything is secure

Instructions are sent securely and nominated Administrators control user access through the allocation of roles and privileges.

Get the reporting you need

Have statements and certificates of interest automatically generated for each client. You'll also be able to import and export data, to make your internal accounting easier. Reports available are; client account balance, client account interest, customer interest paid, transaction summary and client account transaction summaries.

Helps you stay compliant

Our service helps you comply with professional obligations and follows HMRC for interest and commission payments.

Easy to set up and maintain

Our dedicated help desk is on hand to assist you with any question.

More information

Log in for existing customers

If you are an existing customer of our Clients' Monies Service (CMS), please click below to log in to manage your third party funds.

Ready to apply?

Great, thanks for choosing our Clients' Monies Service. Let's get started. Is your business turnover...

Are you a new or existing customer?

Enquire online

Simply tell us a little about your business and your needs, and we’ll be in touch by the end of the next working day to talk through possible solutions tailored specifically for you.

Alternatively, you can always talk to your relationship manager or give us a ring on the number below.

Enquire online

Simply tell us a little about your business and your needs, and we’ll be in touch by the end of the next working day to talk through possible solutions tailored specifically for you.

Alternatively, you can always talk to your relationship manager or give us a ring on the number below.

Are you a new or existing customer?

Enquire online

Simply tell us a little about your business and your needs, and we’ll be in touch by the end of the next working day to talk through possible solutions tailored specifically for you.

Alternatively, you can always talk to your relationship manager or give us a ring on the number below.

Enquire online

Simply tell us a little about your business and your needs, and we’ll be in touch by the end of the next working day to talk through possible solutions tailored specifically for you.

Alternatively, you can always talk to your relationship manager or give us a ring on the number below.

Something else we can help you with?