Letter Of Authority


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free tel. 0800 2343663
from mob. 01322 553069
www.legacypensionservices.co.uk
info@legacypensionservices.co.uk

 

Full Name

Date of Birth

Address line 1

Address line 2

 

Town

 

Postcode

National Insurance No 

Phone number 

Date:

   

I have appointed Edward Bond as my/our Financial Advisers. Please accept this letter of authority to provide them with any information they may request from you with regards to my/our pension or any other financial arrangements.


 Provide your Consultant’s name:   


 

Name of Provider

Policy/Plan Type

Policy/Plan No.

1

Pension

2

Pension

3

Pension

4

Pension

5

Pension

6

Pension


Please check your files and databases for any other policies held by these client’s and advise in addition to the ones listed above. Many thanks in advance for your help.

Leave this empty:

Legacy Pension Services http://legacypensionservices.co.uk
Signature Certificate
Document name: Letter Of Authority
Unique Document ID: 47670a80f12eb2ac5448d66605b2dbf86ca93211
Timestamp Audit
2017-02-13 14:08:43 GMTLetter Of Authority Uploaded by Legacy Pension Services - info@legacypensionservices.co.uk IP 178.255.64.61