Guide to dealing with clients under Powers of Attorney
This guide is intended to help firms understand what the law requires of them when dealing with powers of attorney. As part of the UK Regulators Network (UKRN), the FCA is encouraging policy makers in financial services and utility companies to use this guide when reviewing how they engage with customers who do not make their own decisions.
The guide helps firms to learn about deputy court orders and different types of power of attorney, including lasting powers of attorney and enduring powers of attorney.
It has been produced by the Office of the Public Guardian in partnership with the UKRN, Ofcom, Ofwat, and Ofgem, as well as us.
You can access a copy of the guide here.



New Parent/Child Company Account Relationships & Intelliflo Office Upgrade
David Anderson Suitability 2022, IntelligentOffice, platform, Update
We have completed the latest upgrade to ATEB Suitability on 14th January 2022. This update comes at no additional cost and provides major platform enhancements. Full details of the enhancements can be found below: Parent and Child Company Account Relationships Client firms can now be linked together to establish hierarchical group structures. This feature allows firms […]