Adding a power of attorney to an account
If you are unable to manage your account yourself and you have a Power of Attorney set up, you are able to register this on your account. That will mean that your Attorney(s) will be able to call us regarding your account and also place transactions on your behalf. Please post us an original or a photocopy that has been certified* on every page, along with a covering letter to:
Jupiter Unit Trust Managers Ltd
PO Box 10666
Chelmsford
CM99 2BG
Please contact us if you want information on alternative methods of sending in documentation.
We will continue to send correspondence to the account holder unless we are notified in writing that correspondence should be sent to the Power of Attorney.
Under anti-money laundering regulations, we need to verify the identity of both clients and their personal representatives. We will try to do this electronically but if this is unsuccessful, we will need proof of name and permanent residential address. Please click here for details of the documents that can be sent to the address shown above. We recommend that you send in certified* copies of valuable documents such as passports, rather than the original.
Please note that if the holding is sold, we are unable to release the proceeds until we have verified all parties on the account and the proceeds will be held in a non-interest bearing account, as per client money rules.
*Documents can be certified by someone in one of the following professions – financial adviser, solicitor, accountant, stockbroker, bank or building society official. The certifier will need to state ‘original seen’ and then sign, date and print their name, job title, full address and telephone number. The certification must be dated within the last 6 months and the certifier must not be a family member.
Jupiter Unit Trust Managers Ltd
PO Box 10666
Chelmsford
CM99 2BG
Please contact us if you want information on alternative methods of sending in documentation.
We will continue to send correspondence to the account holder unless we are notified in writing that correspondence should be sent to the Power of Attorney.
Under anti-money laundering regulations, we need to verify the identity of both clients and their personal representatives. We will try to do this electronically but if this is unsuccessful, we will need proof of name and permanent residential address. Please click here for details of the documents that can be sent to the address shown above. We recommend that you send in certified* copies of valuable documents such as passports, rather than the original.
Please note that if the holding is sold, we are unable to release the proceeds until we have verified all parties on the account and the proceeds will be held in a non-interest bearing account, as per client money rules.
*Documents can be certified by someone in one of the following professions – financial adviser, solicitor, accountant, stockbroker, bank or building society official. The certifier will need to state ‘original seen’ and then sign, date and print their name, job title, full address and telephone number. The certification must be dated within the last 6 months and the certifier must not be a family member.
Important Information
Market and exchange rate movements can cause the value of an investment to fall as well as rise, and you may get back less than originally invested.