EFTA Document EFTA01428140

General Notes Ensure photo ID is clear and legible Ensure documentation is in date (photo ID is valid, proof of address within 6 months) Ensure name on documentation matches investor name exactly Ensure signature list is in the name of the Client If not appropriate backup should be received e.g. Trust deed if trustee signing on bahalf of a pension scheme Power of attorney signed by investor authorising another entity to sign on their behalf Administraton agreement if administrator sign