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What other documents are required for an ISA application with a Power of Attorney?

We can’t accept an ISA application signed by a customer’s attorney unless it’s submitted with either:

  • A Lasting Power of Attorney (LPA), which has been registered with the Office of the Public Guardian, which doesn’t place any restriction on the attorney in regard to making the decision to open an ISA

OR

  • An original sealed Court of Protection order.

If the applicant is physically incapable of signing the form, we may accept an application under a General Power of Attorney (provided the applicant has the required mental capacity). Under these circumstances, we would need a confirmation that the applicant is physically incapable of signing the required documents.