01722 338801
mail@annettsandorchard.co.uk
This form gives Annetts & Orchard Ltd your permission to deal with a person you trust about your financial affairs. You decide how much authority they have. Please read both pages carefully, and only sign if you're comfortable with what you are agreeing to. If anything is unclear, please ask us.
| Full name | |
|---|---|
| Date of birth | |
| Address |
| Full name | |
|---|---|
| Relationship | |
| Date of birth |
| Address | |
|---|---|
| Telephone | |
Please tick one box to show how much authority you wish to give your authorised person. Each level includes everything in the level before it.
If no box, or more than one box, is ticked, we will contact you to confirm your choice before relying on this form.
- We will verify their identity before discussing your affairs, and may ask security questions each time they contact us.
- We will only accept instructions in writing — by letter, or by email from the address shown on page 1. We will not act on verbal instructions.
- Any advice we give will be based on your circumstances and objectives, and will be addressed to you.
- If you and your authorised person give us conflicting instructions, we will follow yours.
- Money from your investments will only ever be paid to your nominated bank account.
- Your authorised person cannot change your bank details, your contact details or the ownership of any plan.
- They cannot appoint anyone else to act for you.
- We may decline an instruction, or speak to you directly, if we have any concern that it may not reflect your wishes or be in your interests.
- We may contact you from time to time to check you're happy for this authority to continue.
This authority relates only to our dealings with you. Product providers and platforms have their own requirements and may ask you to complete their own third party forms.
It is not a Lasting Power of Attorney. If you lose the mental capacity to make your own decisions, this authority is likely to stop being valid, and we would need a registered Lasting Power of Attorney (or Court of Protection order) to continue dealing with your authorised person. We can talk to you about putting one in place.
You can change or cancel this authority at any time by writing to us. It will end from the date we receive your notice, but will not affect anything we have already done in line with it. We may also end it by writing to you.