Please See Our Ebanking User Guide
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EBANKING HOW TO SET UP AND USE YOUR EBANKING SERVICE CONTENTS 03 Welcome to your online services 04 Activate your account 08 Day-to-day login 11 Authorise a new beneficiary 14 Important information 2 | Kleinwort Hambros eBanking WELCOME TO YOUR ONLINE SERVICES At Kleinwort Hambros, we strive to simplify the What is in this guide? way you manage your finances – at any time of This guide comes in three parts, which set out day and from anywhere in the world. As part of how to: this ongoing commitment, we offer a modern – Activate your account and set up your and efficient eBanking service. Kleinwort Hambros Online app Nothing is more important to us than the – Log in to your eBanking account safety of your money. In order to set up your account, there are a number of security – Authorise a new beneficiary processes you will need to complete. It is simple to do and can be completed within a matter of minutes. At the end of this process, you will have the Kleinwort Hambros eBanking app, which you can use to manage your account with Kleinwort Hambros from your smartphone or tablet. You can also log in from any desktop KH Online computer. Contact us If you have any questions, please contact our eBanking helpdesk: Freephone from inside the UK: 0800 029 3157 From outside the UK: +44 (0)1534 815 444 By email: [email protected] Kleinwort Hambros eBanking | 3 ACTIVATE YOUR ACCOUNT Follow these steps to activate your account on your smartphone or tablet. At the end of this process, you will receive notifications on your device to access your eBanking. Step 1 Look out for a letter, which you will receive by post, containing your User ID. The User ID will be an eight digit number. 4 | Kleinwort Hambros eBanking Step 2 KH Online Using your smartphone, open the app store and search for ‘KH Online’. Tap GET or INSTALL Once downloaded, open the app. Step 3 User ID Email Next Type your email address and the eight-digit User ID into the boxes. Click the ‘Next’ button. If you do not know which email address we hold for you, or your User ID, please contact your private banker. Kleinwort Hambros eBanking | 5 Step 4 1 2 3 4 5 6 7 8 9 0 Reset Your smartphone will ask you to create and confirm a pin number. You may be given the option to register your fingerprint or facial recognition, if it is available on your device. Step 5 @ You will receive an email to your registered email address. Please follow the instructions in the email to complete your account activation. 6 | Kleinwort Hambros eBanking Step 6 View ✓ You need to accept Terms and Conditions in order to access Kleinwort Hambros Online. These are available on our website which you can navigate to using the view button.* *The Terms and Conditions will open in a web browser. You will be able to navigate back to the app to continue the registration. End Your ebanking activation is now complete. You can now log in to your ebanking day-to-day with your new credentials. Kleinwort Hambros eBanking | 7 DAY-TO-DAY LOGIN Your User ID is required each time you login. Step 1 On a desktop computer visit www.kleinworthambros.com and click on the Online Services button – select ‘eBanking’ from the menu. ONLINE SERVICES Enter your User ID into the relevant field and click ‘Next’. User ID: Remember my User ID Next 8 | Kleinwort Hambros eBanking Step 2 KH Online • 12.45 Login Request Please approve login request You will receive a notification to your registered device. This notification will ask you to confirm access to Kleinwort Hambros Online using your local security features (fingerprint, facial recognition or PIN). Once confirmed, Kleinwort Hambros Online will load automatically on your desktop computer. KH Online Kleinwort Hambros eBanking | 9 Step 3 1 2 3 4 5 6 7 8 9 0 Reset Using your smartphone or tablet, login using your PIN code, facial recognition or fingerprint recognition. End You are now logged in to your online account. 10 | Kleinwort Hambros eBanking AUTHORISE A NEW BENEFICIARY To transfer money to someone for the first time, you will need to approve the new beneficiary via a notification on your registered mobile device. Thereafter you can make payments to your beneficiary straight away on desktop, tablet or smartphone. Step 1 On a desktop PC, Mac or tablet, log in to your account. Enter the new payment details and click ‘Continue’. Review the details entered and click ‘Next’. Kleinwort Hambros eBanking | 11 Step 2 KH Online • 12.45 Authorise a New Payment Please approve payment request of 0.01 GBP You will receive a notification to your registered device. This notification will ask you to authorise the payment to new beneficiary using your local security features (fingerprint, facial recognition or PIN). Please approve the notification to confirm the new beneficiary creation and the payment instruction. End We will now process your payment instruction. 12 | Kleinwort Hambros eBanking Contact us If you have any questions, please contact our eBanking Helpdesk: Freephone from inside the UK: 0800 029 3157 From outside the UK: +44 (0)1534 815 444 By email: [email protected] Kleinwort Hambros eBanking | 13 IMPORTANT INFORMATION PLEASE READ This document is provided for information Tax, accounting and legal The Societe Generale Group maintains purposes only. It does not constitute Any services and investments may have tax and operates effective organisational and and under no circumstances should it be consequences and it is important to bear administrative arrangements taking all considered in whole or in part as an offer, in mind that the Kleinwort Hambros Group reasonable steps to identify and prevent a solicitation, advice, a recommendation does not provide tax advice. The level of tax- or manage conflicts of interest. Kleinwort or a contract. It is intended to be used by ation depends on individual circumstances Hambros has put in place a management the recipient only and may not be passed and such levels and bases of taxation can of conflicts of interest policy designed to on or disclosed to any other persons and/ change. You should seek professional tax prevent conflicts of interest giving rise to a or in any jurisdiction that would render the advice in order to understand any applicable material risk of damage to the interests of distribution illegal. tax consequences. In addition, the material its clients. For a summary of this conflicts of is not intended to provide, and should not interest policy, clients can refer to It is the responsibility of any person in be relied on for, accounting or legal purposes www.kleinworthambros.com possession of this document to inform and independent advice should be sought himself or herself of and to observe all where appropriate. Marketing applicable laws and regulations of the If you do not wish to receive this document relevant jurisdictions. This document is in Some products and services are not in the future, please let your private banker no way intended to be distributed in or into available in all Kleinwort Hambros Group know or call us on +44 (0) 207 597 3000. the United States of America nor directly or entities. Their availability depends on local Telephone calls may be recorded. indirectly to any U.S. person. laws and tax regulations. In addition, they have to comply with the Societe Generale This document is intended to report solely Legal and regulatory information Group Tax Code of Conduct. Furthermore, on the services, products, investment This document is issued by the following accessing some of these products, services strategies and opportunities provided by companies in the Kleinwort Hambros Group and solutions might be subject to other or identified by the Kleinwort Hambros under the brand name Kleinwort Hambros: conditions, amongst which is eligibility. group (“Kleinwort Hambros Group”). The services, products, investment strategies Conflicts of interest United Kingdom and opportunities described herein may Kleinwort Hambros is part of the Societe SG Kleinwort Hambros Bank Limited is not be suitable for all clients. Potential Generale Group, an international organisa- authorised by the Prudential Regulation clients should consult their financial adviser tion which provides a wide range of financial Authority and regulated by the Financial to assess the suitability of any proposed services in various countries. As such, it, or Conduct Authority and the Prudential transaction before taking any action. a company with whom it has an association Regulation Authority. The firm reference may from time to time, have interests number is 119250. The company is Financial promotion which conflict with its clients’ interests or incorporated in England and Wales under This document is a financial promotion. with the duties that it owes to its clients. number 964058 and its registered address These include conflicts arising between the is 5th Floor, 8 St James’s Square, London Restricted advice interests of Societe Generale, its associates SW1Y 4JU. We offer restricted advice, which will be and employees on the one hand and the based on a limited analysis of different interests of its clients on the other and also Channel Islands types of products which include (but are conflicts between clients themselves. SG Kleinwort Hambros Bank (CI) Limited is not limited too) financial instruments or regulated by the Jersey Financial Services products linked to entities in the Societe For example, companies in the Societe Commission (“JFSC”) for banking, investment, Generale Group. We will advise and make Generale Group may be the operator, trustee, money services and fund services business. a recommendation for you after we have custodian or depositary of, or investment The company is incorporated in Jersey under assessed your needs.