Do you accept Letters of Authority?

We accept letters of authority via email and post. These can have a digital or wet signature, and remain valid for 12 months. Upon verifying the letter of authority, we send the following directly to the Moneybox account holder:

1. Directions on how to generate statements for any chosen date range in their app settings. These can be emailed directly to their Moneybox registered email address, and forwarded onwards if necessary.
2. Directions to view the fund price, fund name, fund fees, and Key Investor Information for any of their invested funds. Key Investor Information documents can be emailed directly to their Moneybox registered email address, and forwarded onwards if necessary.
3. A link to all of our full fund and fees information on our website here.
4. An information pack for their Personal Pension product (if one is held).
5. A full transaction statement for their Personal Pension product (if one is held).

We’re only able to send a confirmation of receipt for the letter of authority to a financial advisor. We’re unable to complete bespoke questionnaires at this time, and will be unable to provide any account or additional information to financial advisors via post, email, or phone.

By supporting in-app access, we can ensure all information is up-to-date and accurate while reducing any compliance risk involved in sending sensitive and personal information to third parties.

If you require further guidance, have questions or would like an update on an ongoing case, please email us at support@moneyboxapp.com and we’ll do our best to assist you.

Postal address:         

Customer Operations

Moneybox 1-2 Hatfields

London

SE1 9PG

Email address: support@moneyboxapp.com