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Cookies Policy

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The Switching Process

We’re committed to making your move to us a seamless one, with minimal disruption for your business.

In addition to your specialist Relationship Director, who will act as your single point of contact, you will also benefit from a dedicated Switching Team and Account Opening Team to make the transition as simple and swift as possible.

A simple process

Your business will benefit from our considerable experience in switching clients to Barclays. We have devised a simple, integrated, four-step process that will take away the vast majority of the administrative burden.

  • Step 1: Account set-up
    After confirming the structure / ownership of your business, we will help you to fill in any application forms that are needed, and support you in completing the ‘Know Your Client’ verification process, in line with regulatory requirements
      
  • Step 2: Specialist product set-up
    Your Relationship Director will undertake a detailed analysis of your business and consider the products and services we can offer to meet your needs, introducing you to our product specialists where appropriate
      
  • Step 3: Account activity set-up
    Your dedicated Account Opening Team will take on the transactional practicalities required, including:
        
    • setting up any standing orders and direct debits according to your instructions
    • authorising documents and petty cash mandates
    • requesting any available credit balance from your previous bank¹
    • transferring funds to repay any overdraft at your previous bank¹
    • establishing any borrowing requirements you may have
          
  • Step 4: Welcome to Barclays
    Your Relationship Director will be in touch to let you know your account has been successfully opened and will provide you with its important details

Contact us

Our experienced UK-based team can listen to your business need, offer assistance on-the-spot or put you in touch with the right specialist at Barclays. Call us on

0800 015 4242*

Alternatively we can call you back or you can email us with your query.

¹Please note: These service levels do not apply if you are transferring a business current account with a secured overdraft.

How can we help?

To discuss switching to Corporate Banking at Barclays, call us on: 0800 015 4242*