Bank Reference Letter Template UK

The Bank Reference Letter Template UK is offered in multiple formats, including PDF, Word, and Google Docs, featuring editable and printable samples for your convenience.

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Sample

Bank Reference Letter Template UK

Editable – Printable

PDF – 1 PDF – 2

Bank Reference Letter Template UK

1. Bank Information


2. Client Information


3. Account Details


4. Duration of Bank Relationship

5. Transaction History

6. Reason for Reference Request

7. Bank’s Assessment of Client

8. Contact Information for Further Inquiries

9. Declaration and Signature



PDF

WORD

Examples

Bank Reference Letter Template UK (1)
To Whom It May Concern:
Date: [Date]
[Bank’s Name]
[Bank’s Address]
[City, Postcode]
Subject:
Bank Reference for [Client’s Name]
Dear Sir/Madam,
This letter serves as a reference for [Client’s Name], who has been a valued client of [Bank’s Name] since [Client’s Account Opening Date].
Account Information:
Client’s Account Number: [Account Number]
Account Type: [Type of Account (e.g., Current, Savings)]
Average Balance: [Average Balance, if applicable]
Financial Conduct:
Throughout their banking relationship with us, [Client’s Name] has demonstrated responsible financial conduct, maintaining a good standing and a positive banking history.
Recommendation:
Based on our records, we can confidently recommend [Client’s Name] as a trustworthy and financially responsible individual. They have conducted transactions in accordance with the banking regulations and have not demonstrated any negative behaviors.
Contact Information:
Should you require any further information regarding [Client’s Name], please do not hesitate to contact us at [Bank’s Phone Number] or [Bank’s Email Address].
Sincerely,
[Bank Manager’s Name]
[Position]
[Bank’s Name]
Bank Reference Letter Template UK (2)
To Whom It May Concern:
Date: [Date]
[Bank’s Name]
[Bank’s Address]
[City, Postcode]
Subject:
Bank Reference for [Client’s Name]
Dear Sir/Madam,
This letter is issued upon the request of [Client’s Name] for the purpose of establishing creditworthiness.
Account Details:
Client’s Account Number: [Account Number]
Account Held Since: [Date of Account Opening]
Account Balance: [Current Balance]
Client Standing:
[Client’s Name] has maintained a good standing with our bank, showing consistent financial activity and responsibility. They have adhered to all terms and conditions of the account.
Comments:
During their banking tenure, we have found [Client’s Name] to be mannerly in all interactions and to exhibit financial integrity.
Alternative Contact:
If you need further clarification or details, feel free to reach out at [Bank’s Phone Number] or [Bank’s Email Address].
Best Regards,
[Bank Manager’s Name]
[Position]
[Bank’s Name]

Printable

PDF – 1 PDF – 2

Bank Reference Letter Template UK