How do I send in a Letter of Authority?
To allow us to set up a valid Letter of Authority complete our Letter of Authority form.
- It must be signed and dated by the client within the last six months (for Trusts, all trustees must sign and date).
- It must have the account number on it or have reference to abrdn.
- It must have the client’s full name, date of birth, postal address, and National Insurance Number.
A PDF (not photograph) will be accepted by email to wrap_servicing@abrdn.com, or these can be posted with wet signatures.
The Letter of Authority must come from a Regulated Company or be otherwise legally authorised. We can accept from following:
- A Financial Conduct Authority registered firm
- A Solicitor who is a member of the Law Society
- A Government Agency
- Claims Management Companies who are registered by Ministry of Justice
- Trustees in Bankruptcy
- Attorneys, acting under a Power of Attorney; and
- Local Councils.
Once we have received a valid Letter of Authority, we endeavour to apply this to the client’s account within 10 working days however, these timescales may vary and could be longer.
Any information you have requested in writing will be issued to you upon completion.
What information can I receive as a Letter of Authority?
You will be able to receive plan information if you are recorded as the Letter of Authority, but you will not be able to give instructions or transact on the client’s account. If you would like to become the Adviser on the plan, please complete our Change of Adviser form and return this to us.
A PDF (not photograph) will be accepted by email to wrap_servicing@abrdn.com, or these can be posted with wet signatures.
Our Client Engagement Hub (0345 279 1001) can provide limited information over the phone. For the below information please email wrap_servicing@abrdn.com with your request:
- Portfolio and/or product valuation breakdown
- Payments in and/or out historic detail, including a certificate of premiums paid for SIPP.
- Transaction history
- Quotes
- Charges summary document; and
- Client Reports