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It is common to capture the agreed terms of settlement in a settlement agreement. A settlement agreement assists all parties to that agreement by providing certainty and it also ensures that every Depository Holder has consistent treatment. By signing a settlement agreement you declare you understand and accept the settlement offer and its terms, including that you will grant Triodos Bank and Triodos Parties final discharge.
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We offer four impact investment funds - the Triodos Global Equities Impact Fund, the Triodos Pioneer Impact Fund, the Triodos Future Generations Fund and the Triodos Sterling Bond Impact Fund. All the Impact Funds are available in two different share classes, distribution and capitalisation.
You can invest from as little as £25 per month when setting up a regular monthly investment, or from £250 for a lump sum or top up.
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Below, there are forms available to complete to make changes. You can return your completed form via Chat in Internet Banking, via email or by post.
Change or remove Account Operators: complete a Change of Account Operator form.
When we receive your form, we will:
1. Check the form has been completed and authorised correctly. If it is not, we will return the form to you which will introduce delays; so if you have any queries please contact us on 0330 355 0355 or via a Chat message in Internet Banking.
2. Remove account operators and send you confirmation via internet banking (or post if the form was sent via post). However, if removing account operators prior to adding new ones will go below your mandate, we will add the new account operators first.
3. Verify the identity of new account operators. This will be in the form of electronic identification, for which the new account operators will receive an email. Please action this email as soon as possible to avoid delays.
4. Finalise the onboarding of new account operators and send you confirmation for each account operator successfully added.
Change the Key Contact Person: if the new contact person is already an Account Operator, and you do not need to make another other changes to Account Operators, complete a Business Information Change form. If the new contact person is not yet an Account Operator, they must be registered as one through the Change of Account Operator form, and you can assign them as the Key Contact Person on the same form.
Change your business name: complete a Business Information Change form.
Change your business address (registered / trading / correspondence): complete a Business Information Change form.
Change your business website address: complete a Business Information Change form.
Change payment limits: complete an Internet Banking form to amend all the account limits and change individual account operators’ limits or rights.
Close your (current / deposit) account: complete a Business Account Closure Request form.
Returning your form via Chat in Internet Banking
If you are returning your form via Chat, we do not require a signature and you have the option to complete the form electronically or by hand. Once completed, please return this to us via Chat.
If your account mandate specifies that you need more than one account operator to authorise changes, we must receive a Chat message with a copy of the competed form from each operator in accordance with your mandate.
If you require clarification of your account mandate(s) and/or signing arrangements, please contact us on 0330 355 0355 or via a Chat message in Internet Banking. Please do this before submitting your form to avoid any delays in completing your request once received.
Returning your form via email
If you are returning your form by email, the declaration must be signed with either wet or electronic signatures or we will not be able to process your request. The signatures must match those on our records.
If you require clarification of your account mandate(s) and/or signing arrangements, please contact us on 0330 355 0355 or via a Chat message in Internet Banking. Please do this before submitting your form to avoid any delays in completing your request once received.
Returning your form by post
If you are returning your form by post, the declaration must be signed with a wet signature or we will not be able to process your request.
If you require clarification of your account mandate(s) and/or signing arrangements, please contact us on 0330 355 0355 or via a Chat message in Internet Banking. Please do this before submitting your form to avoid any delays in completing your request once received.
Once completed, you can return your completed form to us by freepost at:
Freepost TRIODOS BANK
Our freepost address is Royal Mail registered and simple to use - write it on your envelope exactly as shown above (no stamp required) and your letter will get to us free of charge by second class mail.
For first class mail, you can post in the normal way to:
Triodos Bank
Deanery Road
Bristol
BS1 5AS
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Every Stocks and Shares ISA or Impact Investment Account has a linked Cash Account. Cash Accounts are used for:
You may have more than one Cash Account as a separate Cash Account is needed for each investment account you have. For example, you may have one Stocks and Shares ISA Cash Account, a sole Impact Investment Cash Account and a joint Impact Investment Cash Account.
You will see your Cash Account coupled next to the Stocks and Shares ISA or Impact Investment Account it is linked to, in your account ‘Overview’ in the Triodos Mobile Banking App or Internet Banking.
If you are adding money to your Cash Account for the first time, then this will need to be transferred from your nominated account. Subsequent payments into your Cash Account (ready to purchase more shares or to cover your Annual Service Charge) can come from any of your accounts. Take care to select the correct Cash Account to transfer money into as you may have more than one Cash Account as described above. You can find your Cash Account bank account number within the Mobile App or Internet Banking, use this along with our sort code 16-58-10.
Once you add money into a Stocks and Shares ISA Cash Account linked to a Triodos Stocks and Shares ISA, this will count as an ISA subscription for the current tax year.
Money held in your Cash Account can be transferred out to your nominated account, though you may want to keep some money in your Cash Account to cover the Annual Service charge (charged quarterly), to cover regular monthly investments or to have a balance available to purchase more shares on an ad hoc basis. If you do not keep enough money in your Cash Account to cover your Annual Service Charge, we will instruct to sell shares in your investments to cover the required amount. See What are the charges for investing? for more details on the Annual Service Charge.
You may wish to set up a standing order to make regular payments into your Cash Account, to ensure money is available for your quarterly Annual Service Charge and/or for any regular monthly investments you set up. For more information see How do I add money to my Cash Account?
If you set up a standing order into your account, please ensure the money will be received and cleared in your Cash Account before your monthly investment date, bearing in mind that standing orders will not be processed on a weekend or a bank holiday.
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If you are adding money to your Cash Account for the first time, then this will need to be transferred from your nominated account. Subsequent payments into your Cash Account (ready to purchase more shares or to cover your Annual Service Charge) can come from any account in your name. Take care to select the correct Cash Account to transfer money into as you may have more than one Cash Account. For example, you may have one Stocks and Shares ISA Cash Account, a sole Impact Investment Cash Account and a joint Impact Investment Cash Account.
You can find your Cash Account bank account number within the Triodos Mobile Banking App or Internet Banking, use this along with our sort code 16-58-10.
You may wish to set up a standing order to make regular payments into your Cash Account, to ensure money is available for your quarterly Annual Service Charge and/or for any regular monthly investments you set up.
If you set up a standing order into your account, please ensure the money will be received and cleared in your Cash Account before your monthly investment date, bearing in mind that standing orders will not be processed on a weekend or a bank holiday.
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Once we’ve been notified that a customer has died:
In order to be notified of a customer’s death, we usually need to see a copy of the death certificate and a completed Bereavement Notification Form(PDF).
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We’re doing our very best to support our customers and other ethical organisations during this difficult time. If you are an existing lending customer, please contact your Relationship Manager to discuss your circumstances.
A new debt finance programme, the Recovery Loan Scheme (RLS) 3, was announced by the Government and will come into effect shortly. Whilst we were accredited under the CBILS and original RLS schemes, we are not an accredited lender for RLS 3 at this moment in time. If you are looking to access this scheme, more information can be found on the British Business Bank website.
If you have a question regarding your existing CBILS or RLS facility with Triodos Bank, please contact your Relationship Manager.
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Triodos Bank will make an offer to those Depository Receipt Holders who were affected by the suspension of trading. 28 June 2023 is the start date of trading on the MTF after the suspension of trading. Everyone who owned Depository Receipts on that date was therefore likely affected by the suspension of trading and will receive an offer.
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The offer is part of a total package that is intended for all Depository Receipt Holders affected by the suspension of trading. It is financially responsible for Triodos Bank and in the interest of all stakeholders. It intends to strike the right balance between addressing the dissatisfaction amongst Depository Receipt Holders regarding the suspension and restoration of tradability and safeguarding Triodos Bank's capacity to achieve its positive impact goals in the interests of all stake-holders.
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(1) Compensation is final.
The amount you will receive will not decrease, but cannot increase either. It is a fixed amount calculated on the basis of each Depository Receipts held by you as at 28 June 2023.
(2) No Complaints in relation to Depository Receipt Claims can be pursued.
You can no longer pursue a Complaint in relation to a Depository Receipt Claim, related litigation, tribunal, adjudication proceedings or other forms of dispute resolution against Triodos Bank and/or Triodos Parties related to a Depository Receipt Claim or co-operate, participate or assist in any such Depository Receipt Claim or Complaint or proceedings.
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There is an Annual Service Charge paid quarterly by Impact Fund investors and an Ongoing Charges Figure which is deducted from the fund daily and therefore not paid separately.
Annual Service Charge – paid by you quarterly
The Annual Service Charge is tiered, so customers who hold more than £250,000 in either their Triodos Impact Investment Account or Stocks and Shares ISA will pay a lower percentage on the investment balance over this amount.
Holdings in either a Triodos Impact Investment Account or Stocks and Shares ISA
The Annual Service Charge (ASC):
On the first Calendar Day of a new quarter we will check your Cash Account to see if cash is available to cover the Annual Service Charge for the previous quarter. If cash is available, it will be earmarked and deducted on the first weekday of the quarter. If you do not have enough money in your Cash Account to cover an upcoming Annual Service Charge, we will try to contact you beforehand by email or letter to let you know, so that you can pay into your Cash Account if you would like to.
If there is an insufficient cash balance on this day, we will instruct to sell shares in your investments to cover the whole amount (there is no charge to pay your Annual Service Charge in this way). The dealing instruction will be automatically generated to proportionately sell enough shares within your account based on your holding on the first Calendar Day of the new quarter.
For more information, please also see How can I pay for my Annual Service Charge? and How do you decide which shares to sell from my holdings to cover my Annual Service Charge?
Please be aware that the sale of shares to cover the Annual Service Charge is classified as a disposal for Capital Gains Tax purposes and may need to be declared to HMRC (unless they are held in a Stocks and Shares ISA).
The Annual Service Charge will be itemised on your quarterly statement, which provides a breakdown of all charges applied over the previous quarter along with any additional trades during the period.
Ongoing Charges Figure – deducted from the fund daily and not paid separately by you
The Ongoing Charges Figure (OCF):
Please visit the fund pages on our website for details of the current OCF:
Triodos Global Equity Impact Fund
Triodos Future Generations Fund
Triodos Sterling Bond Impact Fund
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As mentioned above, if you accept this settlement offer in exchange for the payment of €10 per Depository Receipt, you agree that the financial consideration has been offered in full and final settlement of any Depository Receipt Claims that you may have against Triodos Bank and/or Triodos Parties.
Upon signing of the settlement offer, you can no longer sue, commence proceedings, make a Depository Receipt Claim or refer a Depository Receipt Claim or assist in a Depository Receipt Claim or start any other form of arbitral, litigation or regulatory proceedings against Triodos Bank or the Triodos Parties in connection with the Depository Receipt.
This settlement and the Final Discharge only applies to Depository Receipt Claims, including (but not limited to):
The Final Discharge has the effect that the amount you receive in respect of a Depository Receipt Claim will no longer decrease, but it cannot increase either. It is a fixed amount calculated on the basis of each Depository Receipt held by you on 28 June 2023.
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The dedicated website can be accessed until 30 June 2025 to read and accept the offer.
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Yes. You can transfer an existing stocks and shares ISA to a Triodos Stocks and Shares ISA. Be aware, if transferring from a stocks and shares ISA, your investments will be sold and the transfer will be completed in cash.
If you don't already have a Triodos Stocks and Shares ISA, you will need to open one first. You can do this via the Triodos Mobile Banking App.
To request the transfer, you’ll need to download and complete the relevant form below. The forms are interactive so you can fill out your details online, but you’ll need to print the form and sign it using a pen.
Then simply return it to ‘Freepost TRIODOS BANK’ and we’ll transfer the funds directly between your ISAs and protect your tax-free ISA status. Do not move funds out of an ISA yourself, because your money will lose this ISA status.
The transfer process usually takes between 14-30 days. We’ll write to you when the transfer is complete.
Transfer from another provider to a Triodos Stocks and Shares ISA
Transfer from another Triodos ISA to a Triodos Stocks and Shares ISA
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Yes. You can transfer an existing cash ISA to your Triodos cash ISA. If you don't already have a Triodos cash ISA, you will need to open one first. Explore our range of ethical ISAs to find the right one for you, then apply via the Triodos Mobile Banking App.
To request the transfer, you’ll need to download and complete the relevant form below. The forms are interactive so you can fill out your details online, but you’ll need to print the form and sign it using a pen.
Then simply return it to ‘Freepost TRIODOS BANK’ and we’ll transfer your money directly between your ISAs and protect your tax-free ISA status. Do not move your money out of an ISA yourself, because your money will lose this ISA status.
The transfer process usually takes between 14-30 days. We’ll write to you when the transfer is complete.
If you are transferring to a new Fixed Rate ISA, please note that it can take up to 30 days to complete a transfer. We must receive your money from your existing provider within 60 days of the Fixed Rate ISA account opening date, so please make sure you start the transfer process as soon as possible.
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You can use the Triodos App to log in to Internet Banking by following these steps:
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Trades are submitted to the fund manager at 10am each Business Day. So you can cancel a trade which has not been dealt at any time prior to this.
To cancel a pending instruction, go to your investment account in Internet Banking or the Mobile App where you will find ‘Pending’ instructions under the ‘Transactions’ section. Click on the instruction you would like to cancel, you will be shown the key dates for your instruction and a cancel button (which will not be shown if your instruction has now been dealt and is therefore no longer pending). Select ‘Cancel’ then click ‘Continue’ to confirm you would like to cancel your instruction. You will then see a message confirming that your instruction has been cancelled.
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The Final Discharge relates to Depository Receipt Claims. As per the definitions, these are relating to (but not limited to):
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Cash cannot be paid in to the Triodos Current Account. You can make payments into your Triodos Current Account by bank transfer or online. If you wish to pay a cheque into your account, you can send them via our freepost service to our office in Bristol - Freepost TRIODOS BANK. This is an untracked 2nd class service, however, if you are sending in cheques or original documents, you may wish to use our registered address (this will require a stamp):
Triodos Bank
Deanery Road
Bristol
BS1 5AS
Please include the sort code and account number of the account you wish the cheque to be credited to.
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If you do not respond, it will be deemed that you have rejected the settlement offer and therefore no settlement agreement is concluded. You will then receive no settlement payment, and you will not grant final discharge. However, you will retain your Depository Receipts, including all associated rights, such as dividend rights and voting rights.
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To let us know a customer has died, please call us on 0330 355 0355.
If you are also a Triodos customer, you may notify us sending us a chat message in Internet Banking.
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We offer € 10 for each Depository Receipt held by you as at 28 June 2023, in exchange for you granting final discharge.
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This settlement agreement, including the Final Discharge in respect of Depository Receipt Claims, constitute a settlement agreement. This means that if you agree to enter into this settlement agreement by signing this offer, you will be fully and effectively bound by this agreement. You may only be released from your obligations in exceptional circumstances. Once the withdrawal period expires 14 calendar days commencing the day after the date you (digitally) signed the settlement offer has expired, you cannot go back on your acceptance of this settlement agreement. This is also not possible if there are subsequent developments, such as a court ruling against Triodos Bank and/or Triodos Parties. The compensation you will receive from Triodos Bank is fixed after acceptance of the offer, unless you timely exercise your right of withdrawal as set out above. By entering into this settlement and granting Final Discharge, any uncertainty and dispute between you and Triodos Bank and Triodos Parties in connection with a Depository Receipt Claim will cease and/or have been fully and finally resolved.
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If you have accepted the offer, you have 14 calendar days to revoke your acceptance. The withdrawal period expires 14 calendar days commencing the day after the date you (digitally) signed the settlement offer. When you exercise your right of withdrawal, no settlement agreement comes into being. The situation is the same as if you had not accepted the settlement offer. This means you are not entitled to any amount and you are not bound by the Final Discharge. If you have already received the settlement amount ahead of the four (4) week payment schedule within the withdrawal period, you must repay the amount received to Triodos Bank.
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