Help & Support

Request an account audit letter

An audit letter gives your auditor a summary of your account information.

They’ll need this for financial reporting or audit purposes. 

Before you start

Have you sent us a Letter of Authority?

We’ll need one for each business entity before we can disclose information to an auditor.

For auditors – How to request an audit

By email

First, check that your client has sent us a Letter of Authority.

You’ll need to submit a separate request for accounts held with Lloyds Bank, Bank of Scotland, and/or Lloyds Bank Corporate Markets.

When completed, email the form to:

How to access this form

Your browser may not be able to open the form. It’s best to save to your device first.

  1. Right click on the link below and select to save the file. You may see this as ‘save link as’, ‘save target as’ or ‘download link file’.
  2. Choose where to save it, for example in your downloads folder.
  3. Find the file in your downloads folder. Look for the filename ‘lbg_audit_request-13870’.
  4. Right click on the file and select to open with Adobe PDF reader.

Download the account audit letter form (PDF, 306KB)

  • First, check that your client has sent us a Letter of Authority.

    You will need to submit a separate request for accounts held with Lloyds Bank, Bank of Scotland, and/or Lloyds Bank Corporate Markets. The letter must be printed on your company letter headed paper.

    In the letter please tell us:

    • If it is a full or standard request
    • The sort code and account number for each legal entity
    • The Short ID or Deal Reference for any Treasury Deposits your client has
    • If your client reports to the stock market, the date that the letter must be issued.

    All letters must contain both of these disclaimers:

    • “This request and your response will not create any contractual or any other duty with us”
    • “Where your response to this request is provided to a third party, neither your response nor the request will create any contractual relationship or any duty with the third party”.

Frequently asked questions

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