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I have sent in a Letter of Authority for my client, but their information is not yet showing when I login to the online service?
Please allow for up to five working days from NS&I receiving the Letter of Authority for the client’s information to appear online. Alternatively please ring the Adviser Helpline on 0800 092 1228 and they can check whether we have received it.
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If I want to find out information on NS&I holdings held in a SIPP or SSAS how should I complete the ‘Terms of Business Agreement’ and ‘Letter of Authority Templates’?
You will have to complete a Terms of Business Agreement for your firm. The Letter of Authority must list all trustees’ names in paragraph 1 and the signatures of all trustees responsible for the account will be required on the completed Letter of Authority.
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If I want to find out information on NS&I holdings held in a Trust how should I complete the ‘Terms of Business Agreement’ and ‘Letter of Authority Templates’?
You will have to complete a Terms of Business Agreement for your firm. The Letter of Authority must list all trustees’ names in paragraph 1 and the signatures of all trustees responsible for the account will be required on the completed Letter of Authority.
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If my clients renew their Index-linked Savings Certificates at maturity will it be on the RPI or CPI?
If your clients decide to renew their Certificate on or after 1 May 2019, we will calculate their index-linking on the renewed Certificate using the Consumer Prices Index (CPI) instead of the Retail Prices Index (RPI). The CPI is generally lower than the RPI, so this means your client will probably receive a lower return.
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My client cannot invest online, what are their options?
If your client is having trouble buying Green Savings Bonds online, or does not have online access, they can contact us directly on 08085 007 007 and we will discuss their options with them.
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