Letters of Authority (LOAs)
A Letter of Authority (LOA) is a legal document that allows a customer to authorise someone to act on their behalf within agreed limits - usually a broker.
LOAs give customers confidence that the person they’ve appointed knows what actions they're authorised to make. This may be account information, billing details or personal information related to their business.
While we can’t provide a definitive list of criteria, we use all reasonable measures to verify the identity of the person and any authorisation to act on their behalf. We’ve included below the usual information we need to accept an LOA.
What should you include in an LOA?
For every LOA received we make sure:
- It has the right signatures:
- For sole traders and/or partnerships the customer named on the account must sign the LOA. We’ll also accept an attached email direct from the customer or an electronic signature.
- For limited companies, the email address can be an approved limited company email address (e.g. email@example.com)
- Account or business name and address are included. The address listed can be the billing address, head office address or site address.
- Name and position of the person who signed the LOA is stated.
- Date of the signature is included.
- Company registration number is included (limited company).
- Registered charity number (for charities) is included.
- Full legal name of the third party or broker it's giving permission to is provided.
- It states exactly what the customer authorises the third party or broker to do.
How do you submit an LOA?
Once you’ve covered all the details above, and if you’re a SME customer or working on behalf of a SME customer please send LOA’s to firstname.lastname@example.org.
If you’re a corporate customer or working on behalf of a corporate customer please send LOA’s to email@example.com.