Unity Trust Bank Account Application Form

Are you an existing Unity Trust Bank Customer?

Yes

To continue, you’ll need to first open either a Unity Current Account or Instant Access Savings Account which are free of charge. Joining Unity is simple – complete our online application form to get started.

Complete online application

Go back to Savings page

Please enter your 8-digit Unity Current Account or Instant Access account number:(Required)

Select the Savings account you wish to apply for.(Required)

30-Day Term Deposit (View Key Features Document)

90-Day Term Deposit (View Key Features Document)

6-Month Term Deposit (View Key Features Document)

12-Month Term Deposit (View Key Features Document)

18-Month Term Deposit (View Key Features Document)

24-Month Term Deposit (View Key Features Document)

30 Day Term Deposit Account

Term:	30 days
Minimum Deposit:	£85,000
Maximum Deposit:	No maximum deposit
Early Withdrawal:	No early access (please see terms and conditions for exceptional circumstances we may consider early break).
Further Deposits:	Not allowed
Maturity:	Funds transfer to a Unity Instant Access account or a Unity current account

90 Day Term Deposit Account

Term:	90 days
Minimum Deposit:	£85k (£85k-£10m) £10m (£10m and above)
Maximum Deposit:	£10m (£85k-£10m) No maximum deposit (£10m and above)
Early Withdrawal:	No early access (please see terms and conditions for exceptional circumstances we may consider early break).
Further Deposits:	Not allowed
Maturity:	Funds transfer to a Unity Instant Access account or a Unity current account

6 Month Term Deposit Account

Term:	6 months
Minimum Deposit:	£85k
Maximum Deposit:	£20m
Early Withdrawal:	No early access (please see terms and conditions for exceptional circumstances we may consider early withdrawal). If we grant early termination the interest rate applied for the entire period will switch to the default rate of 2.75% AER*.
Further Deposits:	Not allowed
Maturity:	Funds transfer to a Unity Instant Access account or a Unity current account

*AER stands for Annual Equivalent Rate and illustrates what the interest rate would be if interest was paid and compounded each year.

12 Month Term Deposit Account

Term:	12 months
Minimum Deposit:	£85k
Maximum Deposit:	£20m
Early Withdrawal:	No early access (please see terms and conditions for exceptional circumstances we may consider early withdrawal). If we grant early termination the interest rate applied for the entire period will switch to the default rate of 2.75% AER*.
Further Deposits:	Not allowed
Maturity:	Funds transfer to a Unity Instant Access account or a Unity current account

*AER stands for Annual Equivalent Rate and illustrates what the interest rate would be if interest was paid and compounded each year.

18 Month Term Deposit Account

Term:	18 months
Minimum Deposit:	£50k
Maximum Deposit:	£20m
Early Withdrawal:	No early access (please see terms and conditions for exceptional circumstances we may consider early withdrawal). If we grant early termination the interest rate applied for the entire period will switch to the default rate of 2.75% AER*.
Further Deposits:	Not allowed
Maturity:	Funds transfer to a Unity Instant Access account or a Unity current account

*AER stands for Annual Equivalent Rate and illustrates what the interest rate would be if interest was paid and compounded each year.

24 Month Term Deposit Account

Term:	24 months
Minimum Deposit:	£50k
Maximum Deposit:	£20m
Early Withdrawal:	No early access (please see terms and conditions for exceptional circumstances we may consider early withdrawal). If we grant early termination the interest rate applied for the entire period will switch to the default rate of 2.75% AER*
Further Deposits:	Not allowed
Maturity:	Funds transfer to a Unity Instant Access account or a Unity current account

*AER stands for Annual Equivalent Rate and illustrates what the interest rate would be if interest was paid and compounded each year.

Please fill out your organisation’s details below, entering a telephone number and email address that we can easily contact you on to progress your application.

Organisation name(Required)

Organisation address(Required)

Street Address Address Line 2 City County Postcode Country

Email(Required)

Telephone(Required)

Please confirm the deposit sum you wish to deposit. Please note, it must be an amount greater than or equal to £85,000 for 30-Day, 90-Day, 6-Month and 12-Month options, or an amount greater than or equal to £50,000 for 18-Month and 24-Month options.

Please enter a number greater than or equal to 50000.

If your source of funds is not from ongoing business activities then please specify source of wealth, including details of the originating bank account, and how they have been accrued e.g. BAU (business as usual) income, shareholder investment, etc. Please note that we may need to ask you additional questions, and/or to provide supporting evidence before we can make a decision on your application.

Declaration

Consent(Required)

By ticking this box, you consent for us to undertake electronic searches prior to opening an account so we can confirm your identity and address.(Required)

Terms(Required)

I/We agree to be bound by the terms and conditions of the account as well as Unity Trust Bank's general Terms and Conditions.(Required)

Declaration(Required)

I/We declare that the information provided in this application is correct to the best of my/our knowledge and belief.(Required)

Key Features(Required)

I/We have read and understood the Key Features Document.(Required)

To be signed in accordance with your current bank mandate

Please provide a wet signature.

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Signed

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Signed

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Name

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Name

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Position

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Position

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Date

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