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Frequently asked questions

Trust accounts

How do I open a RaboDirect Trust Account?

Simply complete the online application form and send the following information to us:

  • Signed account summary form

  • Signed direct debit authority

  • Linked account bank statement (current copy) or an encoded bank deposit slip for the linked account or a print out of your online transaction summary. Please ensure that your name and the account number are displayed on what you provide to us.

  • An original or certified copy of the Trust Deed

  • For incorporated bodies acting as trustee, a copy of certificate of incorporation and the names of company directors

  • For authorised signatories:
    RaboDirect will use information provided on the account opening form to perform an electronic identity check. In some cases we may contact you and request additional information to be provided to us in the form of a certified copy of your Drivers Licence, Birth Certificate or Passport.