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.

ActuaryHR Professional (CIPD member)
Airline PilotImmigration officer
ArchitectIndividual with an MBE/OBE
Bank/Building Society OfficialLecturer
Certified Public AccountantManaging Director
Chartered AccountantMember of the Judiciary
Chartered Administrator (ACIS)Member/Employee of Parliament
Chartered Engineer (CEng)Minister of a Recognised Religion
Chartered Financial AnalystMoney Laundering Reporting Officer
Chartered Financial PlannerNurse/Midwife
Chartered Insurance BrokerOptician/Optometrist
Chartered Surveyor (MRICS)Pharmacist
Chief Financial OfficePhysiotherapist
Church elderPolice Officer
Civil servantPost Office Official
Consultant RadiologistProject Manager (APM registered)
Credit Union OfficialPsychologist/Counsellor
DentistRegistered Social Worker
Doctor/Medical PractitionerSenior Associate
FCA Registered IndividualSenior Military Officer
FirefighterSolicitor/Barrister
FMAAT accountantTax Adviser
Funeral DirectorTeacher
Government OfficerVet