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  • Do I need a Letter of Authority for every client?

    Yes, we will need a Letter of Authority for each client. In the case of joint holdings, each individual must supply a separate signed Letter of Authority. You must use the NS&I template for this, no other templates will be accepted.

  • What is a Letter of Authority?

    A Letter of Authority (LoA) is a document for customers to give written authority to NS&I to provide information on their NS&I accounts with their specified financial advice firm. NS&I will only accept LoAs on its own template, and this is available on the NS&I Adviser Centre (nsandi-adviser.com). In most cases, the advice firm will complete and send in the LoA to NS&I on behalf of the customer, with the customer just needing to sign it.

  • Why do I need a Terms of Business agreement when I haven’t needed one before?

    The Terms of Business Agreement is a standard type of document which is used throughout the financial industry between providers and financial advice firms. This is a legal document between NS&I and financial advice firms which covers a wide range of legal and regulatory terms thus helping to safe guard the relationship between NS&I, financial advice firms and our customers.

  • The Terms of Business agreement needs to be completed by a Director or Officer of the firm – what is meant by Officer?

    An officer would be a partner, principal or senior manager within the firm whose name appears on the FCA register/Directory.

  • What is a Terms of Business agreement?

    Our Terms of Business agreement (ToB) is a document which forms the legal relationship between NS&I and a financial advice firm. This details information which ensures and protects the relationship between NS&I, the financial advice firm and our mutual customers.

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