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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.

When a Fidelity Power of Attorney order can be used:

  • To manage accounts on behalf of the customer
  • To add or withdraw money, either online or over the phone using the customer’s credentials. Please note that we don’t recommend sharing of passwords or PINs. Read about how you can keep safe online.

When it cannot be used:

  • To appoint an attorney for someone with a mental disorder or other mental incapacity
  • To appoint an attorney on a trustee account
  • To open a current year ISA
  • In relation to a Junior ISA or Junior SIPP account
  • On a workplace pension, or a Fidelity Personal Pension administered by Standard Life
  • For Joint accounts you need to have a joint renunciation in place.

How to register

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.

Please send your documents to:

Fidelity International
Oakhill House,
130 Tonbridge Road
Hildenborough
Tonbridge
Kent
TN11 9DZ

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Attorney identification requirements

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 to complete verification of identity will be needed for each associated representative and should be submitted along with the confirmation of identity form below:

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Confirm your identity form

Please find the Confirmation of Identity form for you to complete below.