Sometimes we may need to ask for documents from you. These may be for identification, managing trusts or relate to notifying us of a death.
In many cases these will be documents you may not wish to send in the post, but we are able to accept certified copies.
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A certified copy is simply a photocopy of the original document which has been created and verified as authentic by a trusted member of a professional body.
This may be one of the following:
- Financial Adviser (as per FCA register)
- Bank or building society with branch stamp (no signature required)
- Barrister
- Solicitor (as per the law society website)
- Doctor (as per the General Medical Council website)
- Accountant (as per Institute of Chartered Accountants in England and Wales website)
In addition to providing a written certification on the copy document to confirm the identification of the applicant, the certifying individual should also provide their business contact details this is so we can verify who they are.
This does not apply to bank or building society certifications.
If documents are being certified outside of the UK, they must be certified by one of the following:
- Practising Solicitor, Advocate or Notary Public;
- An Official of a British Embassy;
- An Accountant with current membership of a Recognised Professional Body.
Where documents/letters are not in English, these should be translated and a copy of the translation kept on record.
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