Supporting documents for our Master Services Agreement

Customer standards: Consumer duty and non-financial conduct

Learn about how we expect you to treat customers.

Learn more about our expectations.

Learn about our security standards.

Read about how to provide support.

Understand our product and marketing standards.

Understand how we’d approach an exit.

Learn about our sub-contractors.

Learn about the tax information you must collect from customers.

Information about the protection of eligible deposits.