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 must be actively employed in their profession. They also can’t be a trainee in their profession.

The certifier must:

  • Write 'Certified to be a true copy of the original seen 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.

ActuaryLecturer
Airline PilotMember of the Judiciary
ArchitectMember/Employee of Parliament
Bank/Building Society OfficialMinister of a Recognised Religion
CEO/Chairman/Director of limited companyMoney Laundering Reporting Officer
Certified Public AccountantNurse/Midwife
Chartered AccountantOptician/Optometrist
Chartered Administrator (ACIS)Pharmacist
Chartered Engineer (CEng)Physiotherapist
Chartered Financial AnalystPolice Officer
Chartered Financial PlannerPost Office Official
Chartered Insurance BrokerRegistered Social Worker
Chartered Surveyor (MRICS)Senior Associate
Civil servantSenior Military Officer
Consultant RadiologistSolicitor/Barrister
Credit Union OfficialTax Adviser 
DentistTeacher 
Doctor/Medical PractitionerVet
FCA Registered/Approved Individual 
FCA Registered Individual 
Firefighter 
FMAAT accountant 
Government Officer 
Individual with an MBE/OBE