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Treasurer Bournemouth Heart Clib

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Review of the United Trust Bank, Business Accounts:

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Excellent customer service and returns.

Excellent customer service and returns. As a charity online account management isn’t often available but your service is a game-changer. Reviewed on: 17th April 2025

Review of the Dudley Building Society, Savings:

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Over Bureaucratic Process to Change Mandate.

We opened a Charity/Church Savings account in April by completing a 5 page application form. I recently contacted you to add a further signatory to the mandate. I was sent a simple “Change of Operator” form which was completed, signed by all signatories, and returned accompanied by a copy of the meeting minutes approving the change. I was then told I now have to fill in the full application form (5 pages) again and have it authorised by all parties. All of the financial institutions we deal with, except yourselves, allow registered signatories to authorise changes to the mandate. Why is Dudley Building Society so different? Why was I not notified of the full requirement at the time I initiated the change? The role of charities and trustees becomes increasingly challenging, not helped by overly bureaucratic procedures like this. I would like an explanation of why you are so out of step with your competitors. Reviewed on: 14th August 2024

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