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Power of Attorney

Helping someone look after their finances

If you are considering, or already have, a Power of Attorney then we are here to help by providing you with guidance and support.

The first step is for you to decide which type of Power of Attorney will meet your needs.

Although we are unable to give any legal advice, we have included some useful information that may assist you.

Power of Attorney document – If you need to set up a Power of Attorney over your account(s) with us, we will need to see a full copy of either the original Power of Attorney document or a copy which has been certified by a qualified solicitor in Hong Kong.

Restrictions and conditions – If your Power of Attorney contains any restrictions and conditions, we may require additional information from you before we can register the Power of Attorney with us. For example, if the restriction requires medical confirmation of the Donor's capacity, we may need to see this.

Identification and address verification – We will need to see suitable documents covering identification and address verification for each Attorney wanting to act. Please note that if multiple Attorneys are appointed, we will need to see identification and address verification for each Attorney. Please refer to Points to note for Power of Attorney set up for the acceptable documents.

The information relating to powers of attorney and third party access on this website is only intended to provide you with a general guide to the options available to you and does not constitute legal advice. We suggest that you seek legal advice before you decide which type of third party access is right for your individual circumstances.