# Do banks need an 'introducer' — and are you one? — RCS
URL: https://robocompanysecretary.com/answers/bank-introducer/

## Do banks need an 'introducer' — and are you one?

Last updated: 14 October 2026 Answer from Robo Company Secretary How we write answers

Some banks route new-company applications through approved introducers — established customers or certified firms whose introduction carries weight with branch compliance. We hold introducer certifications with OCBC and UOB, so client applications go in through the front door with a named officer rather than the walk-in pile. It doesn't guarantee approval; it does mean the file gets read properly.

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Also asked as: bank introducer requirement; who can introduce company account; introducer certificate bank malaysia.

### Key facts

- Introducer route = credibility signal to branch compliance
- OCBC + UOB introducer certifications held

Call +60 10-383 5988 (a licensed secretary replies within one working hour (Mon–Fri 8:30am–5:30pm MYT; outside hours, first thing next working day)) or walk in at J-3A-15, Solaris Mont Kiara.

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