To add an authorised representative to your account, we require a Change of Details form to be completed and returned with certified photo ID and address verification to [email protected]
If your authorised representative is already a customer of Invest Direct, please let us know as we may be able to use their existing ID documents on file.
For all certification and ID requirements, please follow our link here.
Authorised Representatives are non-Account Holders authorised by you to trade on your trading account on your behalf and to deal with your investment in the Cash Account. Authorised Representatives have full control of your account. We will accept instructions from any Authorised Representative or Account Holder without reference to the other Account Holders (if applicable).
If you have any further questions, please don't hesitate to reach out to the team directly at [email protected]. We are here to help.