SafeConnect guidelines

AIS for Non-Agent

Definition

AIS Non-Agents do not intend to display any of the Open Banking content obtained via the Yapily API.

Consent page

See an example →

You can re-style this page as long as all the content required is present.

Everything inside the following box is required to be displayed to your customers, please replace the text in [brackets] with your product's information:

SafeConnect will retrieve your bank data based on your request and provide this information to [Name of your app].

Data is securely retrieved in read-only format and only for the duration agreed with you. You have the right to withdraw your consent at any time.

SafeConnect Ltd is authorised and regulated by the Financial Conduct Authority under the Payment Service Regulations 2017 [827001] for the provision of Account Information and Payment Initiation services.

In order to share your [Customer's Bank Name] data with [Name of your app], you will now be securely redirected to your bank to confirm your consent for SafeConnect to read the following information:

  • Identification details
  • Account(s) details
  • Balances
  • Transaction Statements from the past 12 months
  • Credit Card(s) Statements from the past 12 months

SafeConnect will then use these details with [Name of your app] solely for the purposes of [Name of your app, use case] . This access is valid until [forward date 90 days], you can cancel consent at any time via the [Name of your app / user settings] or via your bank. This request is not a one-off, you will continue to receive consent requests as older versions expire.

Please read SafeConnect AIS - Terms & Conditions

Consent cancellation

Once the consent was granted you will need to provide anywhere in your application, a facility whereby your customers can request to cancel any consents that have been granted.

This is not mandatory, your customers could request cancellation via an email, provided the process is duly actioned.

SafeConnect logos

You will have to display a SafeConnect logo in the consent page.