How to Get Your Bank Safeguarding Letter for CMP Registration/Renewal
A Bank Safeguarding Letter is a document issued by our banking partner, Griffin, confirming that your client's money is held in a designated safeguarded account in accordance with regulatory requirements.
- Simply email support@calmony.co to request your Bank Safeguarding Letter, and we'll issue it the same day.
- Please also let us know if you need a full or partial statement, as some CMP schemes require this too.
Internal Use Only: Steps for staff to issue a Bank Safeguarding Letter