Bank Account & Insurances Register

Product Details

• Product Type: Registers
• Version: 1
• Tags:
  2.1 Governance and Operational Management 2.2 Risk Management 2.3 Compliance & Quality Management
• Description:

  This fully customisable, comprehensive, and ready-to-use Bank Account & Insurances Register template is designed to support you as an NDIS provider in developing a safe, consistent, and person-centred approach to outline the organisation’s commitment to maintain an up-to-date record of all organisational bank accounts and insurance policies. It supports effective financial management, transparency, and risk protection, aligning with the NDIS Practice Standards, relevant legislation, and best-practice guidelines.

  This template provides a central reference for all active bank accounts, account holders, and authorised signatories, ensuring financial activities remain transparent and well-governed and demonstrates financial management compliance with regulatory, funding body, or audit requirements.

  Suitable for independent support workers, sole traders, unregistered & registered providers, medical and allied health professionals across Australia.  

  Also known as 

  • Financial Accounts & Insurance Register
  • Banking & Insurance Register
  • Financial Accounts Register
  • Banking and Insurance Record
  • Bank and Insurance Log
  • Financial Institutions & Insurance Record