Client Onboarding

Begin your institutional custody relationship with Sterling Custody Bank

1

Client Type

2

Entity Information

3

Documentation

4

Review & Submit

Select client type

Pension Fund

Comprehensive custody and administration for defined benefit and defined contribution schemes

Investment Fund

UCITS, AIF, and alternative investment fund custody with full regulatory reporting

Private Wealth

Bespoke custody solutions for family offices, private banks, and ultra-high-net-worth individuals

Entity Information

Entity Legal Name

Company Registration Number

Entity Type

Jurisdiction of Incorporation

Date of Incorporation

Regulatory Authority

Primary Contact Name

Contact Email

Contact Telephone

Registered Office Address

City

Assets Under Management

Required Documentation

Certificate of Incorporation

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Accepted formats: PDF (max. 10MB) - Must be certified copy

Articles of Association / Trust Deed

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Accepted formats: PDF (max. 10MB)

Board Resolution

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Authorizing custody relationship and authorized signatories

Beneficial Ownership Documentation

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PSC register or equivalent showing ultimate beneficial owners

Regulatory License (if applicable)

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FCA authorization, AIFMD passport, or equivalent

Review & Acknowledgements

Application Summary

I accept the Custody Terms & Conditions and Privacy Policy

I acknowledge the CASS client money and assets disclosure

I consent to data processing in accordance with UK GDPR and Data Protection Policy

I wish to receive market insights and custody updates (optional)

Need Assistance?

Streamlined Process

Complete initial application in 15-20 minutes

Bank-Grade Security

Your data is protected with AES-256 encryption and TLS 1.3

Efficient Onboarding

Initial review within 2 business days

Digital Platform Access

Full custody platform access upon account activation

Have Questions?

Our onboarding team is ready to assist

Phone: +44 20 7123 4567