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.
However, there are some things that a Fidelity Power of Attorney can’t be used for:
They can, however:
Please note that we don’t recommend sharing of passwords of PINS. You can read about how you can keep yourself safe online.
You can complete our internal Power of Attorney form and send it to the address below. Please note that we can’t accept certified copies of the Fidelity-specific Power of Attorney.
We may also need identification documents for your nominated attorney; in which case, we’ll let you know.
Send us your documents at:
130 Tonbridge Road
In order to comply with Money Laundering Regulations, we’re required to confirm the identity of all investors and their associated representatives controlling or funding investments on their behalf.
We may use an online referencing agency for this purpose (who will record an enquiry has been made) or request the submission of documentary evidence. Until the identities of all associated individuals have been verified, restrictions will be applied and will remain in place until outstanding verification has been obtained. These restrictions will not affect the value of the investment, but may prevent certain transactions from being completed.
Documentary evidence requested in order to complete verification of identity will be in the form of one document from each of the list below for each associated representative along with the submission of a completed ‘Identification Guidelines Form’:
* Photo card driving licences can only be submitted as proof of name OR proof of address, not both.
Please note that we only accept original or clearly certified copies of the original documents. If you choose to send in certified copies, please ensure that independent certification is obtained from the list of approved certifiers.
In addition the Post Office offers a document certification service