Referral form

Customer in a vulnerable situation

Your Information

We collect and process various categories of personal and financial information throughout your relationship with us, to allow us to provide our products and services and to run our business. For more information about how we use your personal information, the types of information we collect and process and the purposes for which we process personal information, please read our Privacy Notice.

We may update this from time to time and we encourage you to visit our website regularly to stay informed of the purposes for which we process your information and your rights to control how we process it.

Overview

At Isle of Man Bank we're here to ensure that you can do your banking in a way that meets your unique needs.

If you'd like to tell us of any requirements you may have for yourself or on behalf of one of our customers, please complete the short form below. This includes:

Financial difficulty
Banking my Way
Reporting financial abuse

Your details

Are you a customer, contacting us on behalf of a customer or a member of staff? *

Staff Member Name *

Staff Member Business Area *

How did you receive this information? *

Customer details

What's the name on the Isle of Man Bank account? * Please enter the account name, as listed on account statements.

Account Sort Code: *

Account Number *

Your contact details

What's your name? * Please enter your full name.

Your Preferred Contact Method: *

Phone number *

What's your preferred time of day for us to contact you? *

Email address *

Additional security

Would you like us to use a password when we call you so you can identify it’s the bank returning your call? *

Please type the password in the box below. * The password should be between 5-30 characters and can include numbers.

If you aren't able to talk freely about your accounts, is there a word you'd like us to use when we contact you? *

Please type the word in the box below. * The word should be between 5-30 characters and should not include numbers.

Assistance required

Have you seen the help available on our website? * www.iombank.com/help-support/support-centre.html

Yes

What can we help with? *

Please give a brief description of how and why you/the customer is dealing with financial difficulty. * This is so that we can provide the best possible support.

Please give a brief description of how and why you/the customer is the target of financial abuse. * This is so that we can provide the best possible support.

Are you/the customer happy for this information to be linked to your/their account? *

Yes

Once you've submitted the form, we'll contact you within 5 business days.

Customer in a vulnerable situation

Thank you.
Your form has been submitted and someone will be in touch shortly.

Back to the homepage