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Our bank details

Date: 05 July 2023

1 minute read

Sending payments to us

Whenever you make payments of client money to us, please ensure you make payment to the appropriate bank account detailed below, depending on the type of investment your client is making. This flyer provides further details on sending us payments.

It is important that your client's account number with us is included as reference for bank transfers or on the back of cheques. This will help us process investments as quickly as possible, and enable us to match the money to the account.

View payments flyer

For ISA and Collective Investment Accounts

Account Name: Quilter Investment Platform Limited Collections Client Account
Bank Name: Natwest Bank plc
Sort Code: 56-00-68
Account Number: 42087058
Cheques payable to: Quilter Investment Platform Limited
Reference: Client's account number with us, eg AC9999999-999 & client name

For Collective Retirement Accounts and Collective Investment Bonds

Account name: Quilter Life and Pensions Limited Collections Account
Bank name: Natwest Bank plc
Sort code: 56-00-68
Account Number: 42086841
Cheques payable to: Quilter Life and Pensions Limited
Reference: Client's account number with us, eg AC9999999-999 & client name

Further support

Step-by-step training

View our ‘how do I’ video guides on how to use the platform, manage your clients’ investments and create reports.

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Platform support

Get instant access to online resources such as training videos and Q&As that will help with your daily tasks.

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