Skip to main content
All CollectionsInvestSMART Capped Fee InvestmentsGeneral Questions
How do I authorise a third party to request information on my behalf?
How do I authorise a third party to request information on my behalf?

Give access to your accountant, auditor etc. to contact our team for information about your investment

Updated over a year ago

Please assist us in improving the Help Centre by rating this article after reading

To set up a third party authority request, we require you to fill out the following form and email to invest@investsmart.com.au

Third-Party Authority Form

Please note, we are unable to provide full-access to a third party to make allocation changes, withdrawals and other portfolio actions. This does not apply to power of attorneys.

Related Articles
How do I view or manage investments held in my Professionally Managed Account (PMA)?
How do I change or reallocate the Model Portfolio(s) held by my Professionally Managed Account (PMA)?
What other reports can I receive and how?
What information will I need to open an account?
How do I see my portfolio?
Did this answer your question?