Customer and Account Eligibility for Open Banking

Customer and Account Eligibility for Open Banking

Eligible Customers

To share your personal details, you must meet the following criteria:

• Be 18 years or over
• Have at least one open Newcastle Permanent account
• Be registered for our app or internet banking.

Secondary Users

Secondary users have been given permission by the individual owner to act on the account. You must be linked to the account and have permission to make transactions on the account (e.g. Authorised user (authorised signatory), internet banking (full access) or secondary card holder of a credit card). You must also meet the CDR customer eligibility criteria:

• Be an individual
• Be 18 years or over
• Be registered for our app or internet banking
• Be linked to at least one open Newcastle Permanent account

Non-individuals

A non-individual must:

1. Be one of the following types:
   1. Partnership (where all partners are 18 years or over)
   2. Company
   3. Association or Co-operative
   4. Government Body or
   5. Trust
2. Have at least one open Newcastle Permanent account
3. Be registered for our app or internet banking.

CDR Account Eligibility

To share your account data:

• All owners must be eligible customers
• Your account has to be open, or closed in the last 2 years.