If the plan holder has previously given permission to us to provide information to you, then you’ll simply need to pass our security checks to enter the account and we’ll provide the relevant information to you. If we don’t have pre-approval but you hold a Power of Attorney (POA) document, then you can provide us with the document, and we’ll check it before providing any information. Please note, it must be a POA covering financial affairs and it must be registered fully with the relevant authority for it to be used. For UK POA, you can provide us with the Office of the Public Guardian’s access code, which is a 13-digit code starting with V-.
If we don’t have permission recorded or if you don’t have a POA document, then we will not be able to provide you with specific information about an individual plan. We can give you generic information about the ways our plans work, however.