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.
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
PO Box 391
Tadworth
KT20 9FU
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:
Please find the Confirmation of Identity form for you to complete below.
