Understanding third party authority for individuals

Your clients can authorise an individual to operate or view their Macquarie Cash Hub Account, Macquarie Wrap Account, Macquarie Vision Account and/or Macquarie Term Deposit Account on their behalf.

Different levels of third party authority are available depending on the account your client holds:

• View authority is available for all individuals across all cash hub accounts (except Accelerator and Vision Savings).
• Authorised signatory authority is only available to certain account types or roles. The table below will help you understand who can be appointed as an authorised signatory depending on the account type.

Registering someone for third party authority gives them access to an account only you or your client would view otherwise. Please refer to our terms and conditions for the definitions and what they’ll be authorised to do.

Super and Pension accounts cannot appoint third party authority with authorised signatory authority, unless the member has Power of Attorney. If a request is received, only view authority will be granted to the individual.

Depending on the account type your client holds, third party authority can be granted to the following individuals to view or operate as an authorised signatory.  

The documents required to complete a third party form depend on the individual’s role, with additional requirements if they’re not an existing Macquarie customer. Find out what’s required for:

• existing Macquarie customers
• non-Macquarie customers