I've been asked to send you documents - who can certify them?
Answer
We’ll ask you to send us certified documents if:
- You’re opening an account with us for the first time and we can't verify your identity or address
- You want to access your SIPP account (e.g. to take tax-free cash) and we need to verify your age
- You wish to change your name or date of birth
Your documents can be verified by someone in one of the professions below. They must not be a family member, living at the same address or in a relationship with you. They also can’t be a trainee in their profession.
The certifier must:
- Write ‘Certified by me’ on the document
- Sign and date the document
- Print their name under the signature
- Add their occupation, address and/or telephone number
Please scan and email the certified documents to administration@ajbell.co.uk if you wish to change your name or date of birth.
In all other instances, please scan and email the certified documents to newaccounts@ajbell.co.uk, or post them to:
AJ Bell Administration Team
4 Exchange Quay
Salford Quays
Manchester
M5 3EE
If you choose to post your original documents, we’ll return them to you via recorded delivery.
| Actuary | HR Professional (CIPD member) |
| Airline Pilot | Immigration officer |
| Architect | Individual with an MBE/OBE |
| Bank/Building Society Official | Lecturer |
| Certified Public Accountant | Managing Director |
| Chartered Accountant | Member of the Judiciary |
| Chartered Administrator (ACIS) | Member/Employee of Parliament |
| Chartered Engineer (CEng) | Minister of a Recognised Religion |
| Chartered Financial Analyst | Money Laundering Reporting Officer |
| Chartered Financial Planner | Nurse/Midwife |
| Chartered Insurance Broker | Optician/Optometrist |
| Chartered Surveyor (MRICS) | Pharmacist |
| Chief Financial Office | Physiotherapist |
| Church elder | Police Officer |
| Civil servant | Post Office Official |
| Consultant Radiologist | Project Manager (APM registered) |
| Credit Union Official | Psychologist/Counsellor |
| Dentist | Registered Social Worker |
| Doctor/Medical Practitioner | Senior Associate |
| FCA Registered Individual | Senior Military Officer |
| Firefighter | Solicitor/Barrister |
| FMAAT accountant | Tax Adviser |
| Funeral Director | Teacher |
| Government Officer | Vet |