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Only the following type of files can be uploaded: doc, docx, pdf, jpg, gif, png, bmp, txt, xls, xlsx, tif.
Only 5 files (up to 7.5MB) can be uploaded.

Only the following type of files can be uploaded: doc, docx, pdf, jpg, gif, png, bmp, txt, xls, xlsx, tif. Only 5 files (up to 7.5MB) can be uploaded.

Date of birth

Only the following type of files can be uploaded: doc, docx, pdf, jpg, gif, png, bmp, txt, xls, xlsx, tif. Only 5 files (up to 7.5MB) can be uploaded.

I am a financial adviser

If you want to set up an authority:

Complete the fields below and click submit.You need to provide a copy of a document signed and dated by the member, authorising information to be released to you on their behalf. You may also need to provide a copy of their passport or driver's licence (the proof of identification document must clearly show the member's full name, date of birth and signature). You can attach this via the file upload button.

If you have submitted a third party authority, we won't be able to provide the member's account information until it has been processed. This usually takes between 2 – 3 business days.

Only the following type of files can be uploaded: doc, docx, pdf, jpg, gif, png, bmp, txt, xls, xlsx, tif. Only 5 files (up to 7.5MB) can be uploaded.

I am a bookkeeper or accountant

If you want to set up an authority:

Complete the fields below and click submit.You need to provide a copy of a document signed and dated by the member, authorising information to be released to you on their behalf. You may also need to provide a copy of their passport or driver's licence (the proof of identification document must clearly show the member's full name, date of birth and signature). You can attach this via the file upload button.

If you have submitted a third party authority, we won't be able to provide the member's account information until it has been processed. This usually takes between 2 – 3 business days.

Only the following type of files can be uploaded: doc, docx, pdf, jpg, gif, png, bmp, txt, xls, xlsx, tif. Only 5 files (up to 7.5MB) can be uploaded.

I am a lawyer or solicitor

If you want to set up an authority:

Complete the fields below and click submit.You need to provide a copy of a document signed and dated by the member, authorising information to be released to you on their behalf. You may also need to provide a copy of their passport or driver's licence (the proof of identification document must clearly show the member's full name, date of birth and signature). You can attach this via the file upload button.

If you have submitted a third party authority, we won't be able to provide the member's account information until it has been processed. This usually takes between 2 – 3 business days.

Only the following type of files can be uploaded: doc, docx, pdf, jpg, gif, png, bmp, txt, xls, xlsx, tif. You can upload a maximum of 5 files, with a total file size limit of 7.5MB.

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