Set up third party authority for Cash Management Account

You can provide authority to access your accounts to people in your life such as your partner, a family member or a financial intermediary like a financial adviser or an accountant.

Different levels of third party account authorities are available depending on the account you hold, including:

• View and enquiry
• Fee authority
• Transact
• Authorise government/tax payments
• General withdraw authority
• Authorised signatory authority.

It’s important to remember that third party authorities allow significant access to your account(s) that would normally be limited to you and/or other account holder(s) only. For your protection, you may want to make further enquiries to understand the scope and powers provided under third party authorities before allowing such access.

To set up third party authority for your account, please complete the relevant form below and return it to us via the details shown on the form:

• Individual Third Party Authority form
• Financial Services Professional or Company Third Party Authority form

In some situations extra documentation will be required from them; this is explained on the form.