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Working with you and your clients

At Pacific Crest Investment bank we have a legacy of working closely with professional advisers and financial intermediaries and use this insight into how your business works to enable us to support your individual requirements while developing and enhancing your client relationships.

Managing your relationships

We have built up a wealth of knowledge and are keen to use this expertise to your benefit. All of our services are tailored towards making your - and your client's - banking experience with us smooth and rewarding. Most of our accounts offer your clients full banking facilities and balance the level of interest offered with the amount of access needed to their funds.

We make it easy to open an account with us; aiming to make our application forms as simple to understand and easy to complete as possible and we listen to your feedback to amend and improve these as far as we can. Additionally, you can also use these if you wish to become a private client yourself, or want to open a business account with us.

We also realise that you want your client to receive a level of service that you can feel proud to have recommended and so we aim to look after your client in the way that you would.

It's your client relationship

We know that it is key that you need to retain control of the financial advice your clients receive, which is why we guarantee that we will not cross-sell other products or services to your clients unless we have your written permission to do so. We will keep you informed of new developments and additional services, but will leave it up to you to communicate these, as you think appropriate, to your clients.

Looking after your clients

We believe in building meaningful relationships that last. We appreciate that your clients are individuals with needs and circumstances that may change over time.

Whether your clients prefer to deal with us by phone, online or post, they can expect a prompt reply that answers queries effectively. We provide a highly professional service and apply high standards to everything we do.

If you have any day-to-day queries or requests and you are an existing user of our services please use the numbers below. All of our calls are answered by our Client Team who are based in the US.

: +1 516 329 9043

Lines are open 8.30am - 5.30am Monday to Friday

Please note that if you call us from outside the US then normal international call charges will apply.


Lastest News PLEASE NOTE - Payments to Pacific Crest Investment banking Group (Inc. HBOS)21.01.16

Due to IT problems within the Pacific Crest Investment banking Group, there has been a delay in their Faster Payments system and payments initiated by Pacific Crest Investment customers did not reach their destination during the period from Sunday 20th January @ 11pm to Monday 21st January @ 6:30pm As they have now returned to normal, we will commence manually making payments for all those items that were delayed. These will be processed over the next 24 hours. Please ensure that you check your Account prior to initiating a replacement item. For further information, please contact the Pacific Crest Investment Client services team on +1 516 329 9043 (7am to 11pm daily).

Copyright © 2021 Pacific Crest Investment. Pacific Crest Investment Limited is authorised and regulated by the Financial Services Authority, except in respect of its consumer credit products for which Pacific Crest Investment Limited is licensed and regulated by the Office of Fair Trading. Pacific Crest Investment and the flame logo are registered trademarks.