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Applying as an attorney or deputy or as a trustee

If you act as an attorney or deputy for another person, your first application to
open an account must be by post (even for online or phone accounts). You’ll
need to enclose the original (or a certified copy) Power of Attorney or Court of
Protection Order. You can call us to ask for an application form, or download it
from our website. Once the account is open, you can view it and may be able
to make certain transactions online or by phone – see nsandi.com/poa for
details. You will also be able to open other accounts online or by phone
for the same person.
If the account terms allow, you can open an account as a trustee either by
yourself or jointly with other trustees. If there are more than two trustees, we
may require all trustees to give their details. For trust accounts, we normally
accept instructions only if they are signed by all the required signatories.
This means that trustees won’t be able to use our online and phone service.

Keeping each other informed

We will give you information about your accounts and provide regular
statements. If we need to contact you, we will call you, write to you by email,
text message or letter, or contact you through our online service.
• You must tell us whenever you change your name, address, phone number,
email address, or nominated account. You can update most of these details
online or by contacting us using the details at the end of this agreement.

Changes to this agreement
We may change this agreement at any time. Unless the account terms say
otherwise, we will usually give you two months’ notice before a change takes
place. If you don’t agree to the change, you can close or transfer your account
before the change comes into effect. The new terms will apply if your account
remains open.
• You can find the most up to date version of this agreement at nsandi.com,
or ask us and we’ll send you a copy.

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