Documents

From here you can download many documents that will be useful in accessing the services provided by the bank.  Click on the icon to download.  All documents provided here can also be obtained in person from any of our offices.

Where documents are in PDF format, to read them you will need a PDF reader (Version 6.0 or later).  If you do not have one you can obtain one (free) from www.adobe.com.  If you need information regarding visual impairment issues please consult the Adobe Accessibility website at http://access.adobe.com/. (The Bank of St. Helena takes no responsibility for external sites.)


Index:  Accounts  Lending: General  Lending: Business  Lending: Personal  Direct Debit  Bank of St. Helena Cheques  Transfers to St. Helena  Various Bank Forms  Community Projects Fund  Recruitment  Financial Reports  Other Bank Documents

Accounts

The Terms and Conditions for Accounts form an integral part of any application.  Please download and read these before completing an application form.  Completed application forms should be brought to one of our offices, with the necessary identification.

Current Account Form - Personal

Click here for the document: Current Account Form - Personal (opens in a new window)

Download, print and complete this form if you want to open an Current Account for an individual.  You can also use this form to open a joint account or an ordinary child's account.

Current Account Form - Business

Click here for the document: Current Account Form - Business (opens in a new window)

Download, print and complete this form if you want to open an Current Account for a business.

Current Account Form - Organisation

Click here for the document: Current Account Form - Organisation (opens in a new window)

Download, print and complete this form if you want to open an Current Account for an organisation (but not for a Registered Charity).

Current Account Form - Registered Charity

Click here for the document: Current Account Form - Registered Charity (opens in a new window)

Download, print and complete this form if you want to open an Current Account for a Registered Charity (registered in St. Helena under the Charities Ordinance 2005).

Child Savings Bond Account Form

Click here for the document: Child Savings Bond Account Form (opens in a new window)

Download, print and complete this form if you want to open a Child Savings Bond Account.

New Life Savings Account Form

Click here for the document: New Life Savings Account Form (opens in a new window)

Download, print and complete this form if you want to open a New Life Savings Account.

Terms and Conditions

Click here for the document: Terms and Conditions (opens in a new window)

This document details the Terms and Conditions under which the Bank of St. Helena offers Accounts.
This information is liable to change without notice.   Please contact us if you have any queries.

Lending: General

The Terms and Conditions for Lending form an integral part of any application.  Please download and read these before completing an application form.

How Your Loan Works

Click here for the document: How Your Loan Works (opens in a new window)

Information about borrowing

Loan Calculator

Click here for the document: Loan Calculator (opens in a new window)

This Microsoft Excel® worksheet helps you calculate how much a Bank of St. Helena loan will cost you.
Please read the instructions and conditions before use.

Terms and Conditions

Click here for the document: Terms and Conditions (opens in a new window)

This document details the terms and conditions under which the Bank of St. Helena offers personal and business loans.
This information is liable to change without notice.   Please contact us if you have any queries.

Lending: Business

The Terms and Conditions for Lending form an integral part of any application.  Please download and read these before completing an application form.

Starting your Business

Click here for the document: Starting your Business (opens in a new window)

Read how you can get funds to start your new business, with a loan or overdraft from the Bank of St. Helena

Growing your Business

Click here for the document: Growing your Business (opens in a new window)

Read how you can get funds to grow your business, with a loan or overdraft from the Bank of St. Helena

Business loan application guide

Click here for the document: Business loan application guide (opens in a new window)

The Bank is the first point of call for all applications for loans of a business nature.  This document explains the information that is required in, and provides guidance for the creation of, an application for a business loan.

Cash Flow Forecast Example

Click here for the document: Cash Flow Forecast Example (opens in a new window)

This Microsoft Excel® worksheet shows you how to prepare a cashflow forecast, as you would to accompany a business loan application.  It also has a template for you to adapt.
Please read the instructions and conditions before use.

Understanding Overdrafts

Click here for the document: Understanding Overdrafts (opens in a new window)

An easy guide to Overdrafts, as a tool for business financing.
Please note: at present, overdrafts are only available for business lending.

Lending: Personal

The Terms and Conditions for Lending form an integral part of any application.  Please download and read these before completing an application form.

Application Form: Personal Loan

Click here for the document: Application Form: Personal Loan (opens in a new window)

Download, print and complete this form if you want to apply for a Personal Loan, for any purpose other than house purchase, construction or improvement.  For housing-related loans please use the Housing Loan form.  Please return the completed form to the Lending Department at our Head Office in Jamestown, St. Helena (or hand it in at any office for forwarding).

Application Form: Housing Loan

Click here for the document: Application Form: Housing Loan (opens in a new window)

Download, print and complete this form if you want to apply for a Housing Loan, i.e. for house purchase, construction or improvement.  For other Personal Loans please use the Personal Loan form.  Please return the completed form to the Lending Department at our Head Office in Jamestown, St. Helena (or hand it in at any office for forwarding).

Direct Debit

Please note that this is currently a Pilot Scheme

Scheme Rules, for Customers

Click here for the document: Scheme Rules, for Customers (opens in a new window)

Rules defining the operation of the Direct Debit scheme, as they apply to customers

Scheme Rules, for Billing Organisations

Click here for the document: Scheme Rules, for Billing Organisations (opens in a new window)

Rules defining the operation of the Direct Debit scheme, as they apply to billing organisations

Bank of St. Helena Cheques

Terms & Condition for Cheque Issue

Click here for the document: Terms & Condition for Cheque Issue (opens in a new window)

Terms & Conditions for the issue and use of cheques
This information is liable to change without notice.   Please contact us if you have any queries.

Information for Drawers

Click here for the document: Information for Drawers (opens in a new window)

If you are issued with a cheque book, please read these notes, which provide useful guidance on the correct use of your cheques.

Information for Acceptors

Click here for the document: Information for Acceptors (opens in a new window)

If you are planning to accept cheques, please read these notes, which provide useful guidance on the correct handling of cheques.

Cheque Pay-In Itemisation Form

Click here for the document: Cheque Pay-In Itemisation Form (opens in a new window)

This form can be used to itemise cheques for banking.
Use of this form is recommended but is not mandatory.

Cheque Pay-In Itemisation Form (Excel®)

Click here for the document: Cheque Pay-In Itemisation Form (Excel<sup>®</sup>) (opens in a new window)

This is an electronic version of the form that can be used to itemise cheques for banking.
Use of this form is recommended but is not mandatory.

Cheque Book Application Form

Click here for the document: Cheque Book Application Form (opens in a new window)

Form to apply for a cheque book

Transfers to St. Helena

Transferring money to St. Helena

Click here for the document: Transferring money to St. Helena (opens in a new window)

This document gives details on how to transfer money from anywhere in the world to an account held at the Bank of St. Helena.  The information is valid for single and regular transfers.

Various Bank Forms

Sterling External Payment - to UK

Click here for the document: Sterling External Payment - to UK (opens in a new window)

Form for making a Sterling (GBP) External payment to a UK Beneficiary
See separate forms for 'Sterling External Payment - to NON-UK' and 'Non-Sterling External Payment'.  For regular payments please see 'UK Standing Order Payment'.

Sterling External Payment - to NON-UK

Click here for the document: Sterling External Payment - to NON-UK (opens in a new window)

Form for making a Sterling (GBP) External payment to a NON-UK Beneficiary
See separate forms for 'Sterling External Payment - to UK' and 'Non-Sterling External Payment'.

Non-Sterling External Payment

Click here for the document: Non-Sterling External Payment (opens in a new window)

Form for making a Non-Sterling External payment
See separate forms for 'Sterling External Payment - to UK' and 'Sterling External Payment - to NON-UK'.

UK Standing Order Payment

Click here for the document: UK Standing Order Payment (opens in a new window)

Form for making regular External Payments in Sterling (GBP) to a UK Beneficiary
For one-off payments please see 'Sterling External Payment - to UK'.

Local Standing Order Payment

Click here for the document: Local Standing Order Payment (opens in a new window)

Form for making regular payments to another Bank of St. Helena account

Paying In Slips - SHP

Click here for the document: Paying In Slips - SHP (opens in a new window)

Form for paying in Cash in St. Helena Pounds (SHP)

Paying In Slips - GBP

Click here for the document: Paying In Slips - GBP (opens in a new window)

Form for paying in Cash in UK Pounds Sterling (GBP)

Community Projects Fund

Community Projects Fund Guide

Click here for the document: Community Projects Fund Guide (opens in a new window)

Guide to the "Bank of St. Helena Community Projects Fund".
Including what projects can be funded and how to apply.

Community Projects Fund Annual Report 2006/2007

Click here for the document: Community Projects Fund Annual Report 2006/2007 (opens in a new window)

Annual Report of the "Bank of St. Helena Community Projects Fund", for financial year 2006/2007.

Recruitment

Please note that Bank of St. Helena does not process application forms received unsolicited, i.e. where there is no advertised vacancy.

Application Form

Click here for the document: Application Form (opens in a new window)

Form for applying for an advertised vacancy

Information for Applicants

Click here for the document: Information for Applicants (opens in a new window)

Information on employment benefits that may be of use to applicants

Financial Reports

For security reasons signatures have been removed from these copies.  Signed copies may be inspected in any office.

Accounts for Financial Year 2006/2007

Click here for the document: Accounts for Financial Year 2006/2007 (opens in a new window)

Directors' Report and Audited Financial Statements for the Financial Year 2006/2007

Accounts for Financial Year 2005/2006

Click here for the document: Accounts for Financial Year 2005/2006 (opens in a new window)

Directors' Report and Audited Financial Statements for the Financial Year 2005/2006

Accounts for Financial Year 2004/2005

Click here for the document: Accounts for Financial Year 2004/2005 (opens in a new window)

Directors' Report and Audited Financial Statements for the Financial Year 2004/2005, the bank's first year of operation

Other Bank Documents

Advice on Acceptance of Foreign Currency by Merchants

Click here for the document: Advice on Acceptance of Foreign Currency by Merchants (opens in a new window)

Advice for merchants considering accepting Foreign Currency as payment.

Contacts sheet

Click here for the document: Contacts sheet (opens in a new window)

Our contacts sheet, in readily printable form

 


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