Would you like to grant a power of attorney for your investment account? We're here to help you set it up.
What is a power of attorney (PoA)?
A power of attorney (PoA) lets you authorise someone to access your Selma investment account and perform actions on your behalf, such as requesting information or initiating a withdrawal.
Who can be granted a power of attorney?
You can grant PoA to:
First-line family members, such as your spouse, parent, siblings, or children
Family in a direct upward or downward line, for example, between grandparents and grandchildren
NB: Only one PoA can be issued per account.
How to set up a power of attorney for my Selma investment account?
📑 You'll need to provide 3 key documents:
Signed form: Download the form here: Power of Attorney Selma.pdf. Both you and the authorised person need to fill it out and sign it.
Authorised person's ID copy: A certified copy of their passport or identification card. You can easily obtain this document from SBB or your local post office.
Proof of relationship with the authorised person:
Parents and children or siblings: Birth certificate or another official document showing the family link.
Spouses: Marriage certificate or other official documents recognising the marriage.
Grandparents and grandchildren: Birth certificate or another official document showing their connection to their children/parents.
📤 When you have the necessary documents in hand, upload them to your Selma account. You can find out here how to upload a document.
☑️ Once we receive the documents, we can begin setting up the power of attorney for your investment account.