Events

United Trust Bank (UTB) would like to invite you to their newest webinar with Charity Finance Group (CFG) titled ‘Understanding your Bank’s Mindset’.

CFG's Clare Mills (Deputy CEO, Director of Policy and Communications) will interview Chris Foy, Co-Head of Financial Crime at United Trust Bank. This discussion will provide essential guidance on how banks approach onboarding charities, what they look for, and how charities can effectively respond to KYC (Know Your Customer) queries. The session will also cover key considerations for charities when drafting their policies and procedures.

The webinar is entirely free of charge, if you are already a CFG member please register here, otherwise complete the short UTB registration form here and CFG will send the joining details closer to the date.

If you have any questions regarding the Webinar feel free to get in touch with Niki Cole, Relationship Manager at United Trust Bank: [email protected]

We look forward to seeing you on the Webinar!