Court of Protection order – Frequently Asked Questions

We'll need to see the full Court of Protection document – either the original, or a certified copy that has been signed and dated by an authorised person (for example, a solicitor or a notary public) at the end of each page to confirm that it's a true and complete copy of the original. We'll also need to see suitable documents for identification and address verification. If multiple deputies are appointed to act 'jointly', every deputy will need to provide suitable identification and address verification. For a list of acceptable documents, please see our help us identify you page.

Once we have all of the information we need, it will be set up within 10 working days.

If you've asked for phone access when registering the Court of Protection order with us, we'll post a letter and phone banking pack to the deputy. This explains how to register for phone access. Once you're registered, you can call us if you're the deputy. You'll need to key in the donor's sort code and account number. Then when prompted, key in:

• your own date of birth
• the digits from your own Telephone Security Number

Once registered for phone banking, the deputy can apply for online banking once the Court of Protection order has been updated in our records. You can apply in one of our branches or by calling us on 03457 404 404.

To find out more about mobile banking.

Please note: we can only give online banking access to one party at a time (either donor or deputy).

We'll confirm this in a letter to the deputy - or the main deputy if there's more than 1.

For full instructions on how to register your Court of Protection order, please visit our registration page

You'll need to ask a professional person (solicitor or notary) to certify your documents.

Ask your chosen certifier to write the following on the document they're certifying:

'I, <full name of certifier> confirm that this is a true copy of the original document for <full name of customer>.'

Each document must also include:

• certifier's signature and full name - they need to sign as an individual not a company
• certifier's occupation, company, professional address and phone number, ideally on letter headed paper
• certifier's professional registration number, if they have one
• date of certification

It's important each document contains this information as we might be unaable to accept them without it. The person signing the document must be active in the profession and can't be a relative, friend or someone who lives at your address. We may contact them for verification.

Ask one of the possible certifiers below to write the relevant statement on each of the documents they verify. If any of the documents is more than 1 page long, ask the certifier to write the statement on the first page and sign any subsequent page.

We can only accept the following certifiers, who must be registered, active and based within the EU:

• those working for financial institutions
• lawyers
• solicitors
• notaries

Next, ask your chosen certifier to write this on the document they're certifying:

For documents that contain a photo:

I (full name of certifier) confirm that this is an accurate copy of the original and the photo is a true reflection of the applicant.

For documents that don't contain a photo:

I (full name of certifier) confirm that this is a true copy of the original document for (full name of customer).

Each document must also include:

• certifier's signature and full name, they need to sign as an individual not a company
• certifier's occupation, company, professional address and phone number, ideally on letter headed paper
• certifier's professional registration number if they have one
• date of certification

It's important each document contains this information as without it we may not be able to accept them. The person signing the document must be active in the profession and can't be a relative, friend or someone who lives at your address. We may contact them for verification.

Please remember your documents must:

• be a certified true copy
• be in English or a certified translation to English
• certification and translation must be completed by the same person
• date of certification must be within the last three months
• not be an online or branch print out
• show your full name (not initials) and address matching your application

The same document cannot be used twice to verify identify and address, so separate documents must be used to meet the regulations and the HSBC criteria.