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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

Daisy Causer avatar
Written by Daisy Causer
Updated over a year ago

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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.

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