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Here’s a guide on how to register a trusted person to manage your account and finances
You will have to let your RM know the channel of registration you would prefer i.e. (Branch or Postal). If you select post, the RM will email you the forms and will let you know the documentation needed. If you opt to walk into the branch, the RM will book an appointment and will inform you of the required documentation you would need to bring to the appointment.
If you are an attorney living abroad, you will have to opt for postal registration. Please talk to your RM regarding additional documents needed (if any).
If you opted to register for POA via post, complete the forms sent to you by the RM, and post it back to the RM along with the identification proofs (listed below). If you opted for branch registration, arrange to bring the documents below to your appointment. During your appointment the RM will validate them and complete the required forms with you.
The documents you will need:
After the POA has been registered, a letter will be sent to both the attorney and the client.
You will then be able to register for:
Important legal information
Lloyds Bank plc. Registered office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales No. 2065. Lloyds Bank plc is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 119278. Telephone: 020 7626 1500
Eligible deposits with us are protected by the Financial Services Compensation Scheme (FSCS). We are covered by the Financial Ombudsman Service (FOS). Please note that due to FSCS and FOS eligibility criteria not all business customers will be covered.