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Checking your identity
This is where you will find information about how and why we have to check your identity.
Banks and investment companies have to check the identities of all their customers to help combat financial crime and terrorist financing. The Money Laundering Regulations outline our responsibilities and we take these very seriously, because any attempt to abuse our systems could have a serious impact on our business, and therefore our customers, including yourself.
We always try to check customers' identities through automatic, electronic searches. In some cases, these checks are not successful, and we then ask to see documents confirming customer’s identity and address.
Confirm your identity form
Please find the Confirmation of Identity form for you to complete below.
FAQs
How do I verify my identity?
We’ll try to verify your identity electronically first. If that fails, you’ll need to complete the Confirmation of Identity form and send us documents to confirm your identity and your address.
What will happen if I don’t send the documents you’ve asked for?
When we cannot confirm your identity, we have to consider placing restrictions on your accounts. These can include not allowing withdrawals or new investments. It may be that you already have restrictions on your account.
Why couldn’t you confirm my identity electronically?
We do not receive an explanation of why an electronic check has not been successful but there could be a number of possible reasons. For example:
- you may have changed address recently
- you may have changed your name
- you may not be on the electoral roll
- you may not have household bills in your name.
What should I do if my address has changed?
You can change your address through our online service by logging into your account and sending us a secure message with your new address. Once you’ve changed your address, send us your documents; one of which should confirm your up-to-date address.
Policies and important information
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Please remember that past performance is not necessarily a guide to future performance, the performance of investments is not guaranteed, and the value of your investments can go down as well as up, so you may get back less than you invest. When investments have particular tax features, these will depend on your personal circumstances and tax rules may change in the future. This website does not contain any personal recommendations for a particular course of action, service or product. You should regularly review your investment objectives and choices and, if you are unsure whether an investment is suitable for you, you should contact an authorised financial adviser. Before opening an account, please read the ‘Doing Business with Fidelity’ document which incorporates our client terms. Prior to investing into a fund, please read the relevant key information document which contains important information about the fund.
This website is issued by Financial Administration Services Limited, which is authorised and regulated by the Financial Conduct Authority (FCA) (FCA Register number 122169) and registered in England and Wales under company number 1629709 whose registered address is Beech Gate, Millfield Lane, Lower Kingswood, Tadworth, Surrey, KT20 6RP.
