Member resources

Here you can download guides and templates to help with compliance and to make the most out of your Client Money Protect membership.

Are you applying for a client account with your bank? Click below for our bank letter template to help you through the application process..

Click below to see the current membership rules.

Are you handling your customers’ money safely? Our guide helps you identify areas of vulnerability in your processes and controls.

Members need to all make sure they are displaying:

All Client Money Protect members must display their certificate in their office and on their website.

All Client Money Protect members should have our window sticker on display in their office.

All Client Money Protect members should have our logo displayed on their website.