Yes. We will require an original letter signed by you specifying the name of the adviser and stating whether your financial adviser has permission to:
transact on the account on your behalf, or
view transactions/statements only (or both).
Each financial adviser will need to supply certified identify documents to us.
The bank account attached to your account must be in the name of the account - money cannot come from or go to the bank account of the financial adviser. Financial advisors are not permitted to collect physical metal on your behalf.