I've been asked to send you documents - who can certify them?
We’ll ask you to send us certified documents if you’re opening an account with us for the first time, and we aren’t able to verify your identity or address. Or if you want to access your SIPP (e.g. to take tax-free cash) and we need to verify your age.
We may also request certified documents if we need evidence of the source of funds. We are required in certain situations to request information and supporting documentation which evidences that the funds received into your account are from a legitimate source. This is a regulatory requirement and helps us to ensure our platform remains safe.
Your documents can be verified by someone in one of the professions below, as long as they’re not a family member, living at the same address or in a relationship with you. They also can’t be a trainee in their profession.
The certifier must:
- Write ‘Certified by me’ on the document
- Sign and date the document
- Print their name under the signature
- Add their occupation, address and/or telephone number
Please scan and email the certified documents to firstname.lastname@example.org, or post them to:
AJ Bell Youinvest Administration Team
4 Exchange Quay
|Airline Pilot||Member of the Judiciary|
|Architect||Member/Employee of Parliament|
|Bank/Building Society Official||Senior Military Officer|
|Chartered Accountant||Minister of a Recognised Religion|
|Chartered Engineer (CEng)||Nurse/Midwife|
|Chartered Financial Analyst||Optician/Optometrist|
|Chartered Insurance Broker||Pharmacist|
|Chartered Surveyor (MRICS)||Physiotherapist|
|Credit Union Official||Police Officer|
|Dentist||Post Office Official|
|Doctor/Medical Practitioner||Project Manager (APM registered)|
|FCA Registered Individual||Psychologist/Councillor|
|Firefighter||Registered Social Worker|
|Government Officer||Tax Adviser|
|HR Professional (CIPD member)||Teacher|
|Individual with an MBE/OBE||Vet|