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How to open an account

Account opening process

It takes 5 minutes to set up your account and you can be transacting within hours of submitting your documentation.

  1. Registration - Simply call a member of our sales team on +44 (0) 20 3740 8670 or visit You’ll need to fill in an online application form. For identification purposes we require your driving licence number or the MRZ number on your passport, which is the long number at the base of the photo identification page

  2. Compliance check - To ensure compliance with UK anti-money laundering regulations we’ll run your details through our security programmes. Occasionally we have to ask for additional documentation such as: A photocopy of your passport or driving licence and proof of your home address - for example, a photocopy of a bank statement or utility bill that is dated within the past three months.

  3. Meet your specialist - To provide you with the solutions you require we need to understand you and your business. That’s why you’ll have a dedicated finance specialist at Tait.

Would you like more information? Please email us at or call on +44 (0) 20 3740 8670


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