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Letter of Authority (LOA)


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Where do I send my company’s Letter of Authority (LOA) request?

We ask that all LOA requests are sent to our dedicated LOA email: [email protected]

If your LOA request is password protected, please include the Account Reference or Plan Reference in the email’s subject line.

What information is required on a Letter of Authority (LOA) for you to accept it?

For us to action the LOA request, the LOA document MUST contain the following:

  • The LOA request be on your Company’s Headed Paper.
  • Account holder’s name, date of birth, full address, and National Insurance Number.

How long will it take to receive the information?

We aim to reply to you within 3-5 working days of receiving the information request. However, it may be sooner.

Can I request documents via a call or live chat?

We do ask that all document requests be made by email. This is to ensure a trail of the request and us issuing the information.

What information do you give as standard?

With all information requests, we supply the following as standard:

  • Plan Overview Letter (Per Plan)
    An overview of the Plan, including management fee, average investment cost, recurring payments, and Plan creation date.

  • Current Holdings Report (Per Plan)
    Information on the investments currently held within the customer’s Plan.

  • Full Transaction Summary (Per Plan)
    Shows all transactions within the customer's Plan.

  • Full Deposit Summary (Per Plan)
    Shows all deposits made into the customer's Plan.

  • Full Withdrawal Summary (Per Plan) (if applicable)
    Shows all withdrawals made from the customer's Plan.

  • The latest quarterly statement

Can I get information over the phone?

Yes, you can. Once the Letter of Authority (LOA) document has been applied to the account, you’ll be able to ring and get information verbally in relation to the customer’s account. If you want anything in writing or via email confirmation, you MUST send us a physical request in the post or email us.