Internal Power of Attorney
We need to see a Power of Attorney order authorising the attorney to deal with the financial affairs of the person whose account is held with us, so you’ll need Fidelity’s Internal Power of Attorney form.
If you want to authorise someone to transact on your Fidelity account/s, you can use the Fidelity Accounts Power of Attorney.
The Fidelity Accounts Power of Attorney allows you to appoint an attorney to:
- Manage your accounts, including placing instructions to deal in your investments
- Add or withdraw money, either online or over the phone using your credentials
However, a Fidelity Accounts Power of Attorney can’t be used to:
- Appoint an attorney for any other purpose than transacting on your Fidelity accounts
- Appoint an attorney for someone with a mental disorder or other mental incapacity
- Appoint an attorney on a trustee account
- Open a current year ISA, unless the applicant is physically incapable of signing the form
- Transact on certain accounts including:
- A Junior ISA or Junior SIPP
- Accounts for products administered by Standard Life
Please note that we don’t recommend sharing of passwords or PINS. You can read about how you can keep yourself safe online.
List of approved certifiers
- Director, officer or manager or a regulated financial services business (e.g Bank Manager)
- Chartered Accountant
- Police or Customs Officer
- Notary public
In addition the Post Office offers a document certification service.