External Power of Attorney

• Provide dealing instruction on your account, like switching, adding money, and selling investments.
• Discuss your accounts with us
• Request copies of reporting documents, such as Statement & Valuations or Tax Vouchers
• Provide online access to your account with your permission to use login details
  This is at your discretion and isn’t something we recommend ( see online security). In the event of suspicious or fraudulent online activity on your account, there’s a risk we may not be able to determine the cause if both your Power of Attorney and yourself have been accessing the account online using shared details

We can’t accept an ISA application signed by a prospective client’s attorney unless it’s submitted with either:

• An LPA which has been registered with the Office of the Public Guardian, and which doesn’t place any restriction on the attorney in regard to making the decision to open an ISA
• An original sealed Court of Protection order
• Where the applicant is physically incapable of signing the form, we may accept an application under a General Power of Attorney (provided the applicant has the required mental capacity). In such circumstances we would require a confirmation that the applicant is physically incapable of signing the required documents.