Your Credicorp statements are records of your company's facility, so sharing them with the people who keep your books is entirely expected. Accountants and bookkeepers rely on them to reconcile the account and prepare your accounts.
The cleanest way to share
- Download the statement as a PDF from your account.
- Send the file to your adviser through whatever secure channel you normally use, for example your accounting software's document area or a shared drive.
- Include the statement period in the file name so they can see at a glance what it covers.
If they need ongoing access
Rather than forwarding every statement by hand, you may prefer to authorise a finance team member to access the account directly. Because the facility belongs to your company, you control who can manage it on the company's behalf. Speak to our support team about the options available for your account.
Keeping it secure
Statements contain commercial information about your company, so treat them like any sensitive financial document. Share them only with people who genuinely need them, and avoid sending them over insecure channels. Note that as an exempt business lender, your facility sits outside the consumer credit regime, so the protections that apply to personal borrowing, such as the Financial Ombudsman Service, do not apply here.
See also: How long should I keep my statements for audit and Companies House?, Can a facility replace an unreliable business overdraft? and Can I give my accountant access to my account?.