Registration Form For UOB BizSmart Services (RFTS)

Activation and De-Activation for UOB Direct Bank Statement Feeds /Payment Feeds

Registration Form for UOB BizSmart Services – RFTS (“Authority Form”)

Section A: Company Information

Registered Company Name

Company/Business Registration No.

Approved Person's Name

Person who can appoint an Authorized Signatory and or give instructions to the bank as per mandate

Approved Person's Mobile Number

Mobile Number of approved person registered with the bank

Approved Person's Email Address

Preferred Time for us to call you

9am - 12pm

2pm - 6pm

Section B: Third Party Service Provider and Accounts Information. Please select a Third Party Service Provider

Please select a Partner

Info-tech

Xero

Talenox

QuickHR

Please select a service to include or remove

Include Bank Statement Feed

Remove Bank Statement Feed

Please select a Service to include or remove

Include Payment Feed

Remove Payment Feed

Have you applied for bulk services?

Yes

Group ID

Group ID as per Infinity log in

To be eligible for payment feed, Bulk services access will be required. Kindly download and fill the form here and submit to any of our UOB branches.

You may view a sample here on how to fill the form.

Registered Name with Partner’s platform

UOB Account(s) to be included

UOB Account(s) to be removed

UOB Bank Account Number 1

Account Currency

UOB Bank Account Number 2

Account Currency

UOB Bank Account Number 3

Account Currency

UOB Bank Account Number 4

Account Currency

Section C: Feeds for removal

Do you have any feeds to be removed?

Yes

Please select a Partner

Info-tech (Bank Statement Feed)

Xero (Bank Statement Feed)

Registered Name with Partner’s platform

UOB Account(s) to be included:

UOB Bank Account Number 1

Account Currency

UOB Bank Account Number 2

Account Currency

UOB Bank Account Number 3

Account Currency

UOB Bank Account Number 4

Account Currency

To Note:

Dormant account, Loans account, Fixed Deposit, Credit Card, Personal account cannot be linked
Account must be opened in Singapore
Account number indicated must correspond to the specific company
For customers who have already established a bank or payment feed and is facing connectivity issues, please reach out directly to the respective solution partner
For each bank account, a customer may have one bank feed and one payment feed.
If you have an existing bank feed and applying for a new feed for another solution, we will remove the existing bank feed
Any information that deviated from bank records will cause delay to the activation process which is not included in the 10-14 working days

ACKNOWLEDGEMENT AND CONFIRMATION:

By checking this box and clicking on the "Submit" button, I, for and on behalf of myself and the entity (the “Entity”) named in this form hereby confirm that I/we:

(i) Consent and authorize UOB to disclose and provide the third party service provider selected in this form any data or information relating to our above UOB Bank Account(s) (including, but not limited to, the statements of such account(s)) in any manner whatsoever, and, in this context, UOB is hereby explicitly relieved of any legal implications of banking secrecy and data privacy, whether pursuant to the Singapore Banking Act (1970), the Singapore Personal Data Protection Act (2012) or otherwise.

(ii) Agree to the terms and conditions as stated here;

(iii) Consent to UOB collecting, using and disclosing the given information to such persons as UOB may so decide (including but not limited to the third party service provider) for the purposes of UOB and/or the third party service provider:

(a) contacting me/us/the Entity via telephone and/or email regarding the above solutions (including third party solutions);

(b) providing me/us/the Entity with the above solutions (including third party solutions); and/or

Hidden Email Address

Internal Source

External Source

referenceNumber

Device ID

Form ID