I have registered EPA over Mum's finances. She is in a CH and the proceeds of her house sale are sitting in her bank account (which I manage). She also has a number of pre-existing ISAs which I also have control over. Problem is that I'd like to invest some of her money in a new ISA or savings account from a provider that had no previous relationship with her before the EPA was registered last year.
SO far when I've tried to set it up in her name, I've not been able to proceed as they require details of her address. As she's in a CH, all the bills, bank statements etc naturally come to me at my address. I could of course set up an account in my name but not sure if that is legit. Does anyone have any experience of how to do this?
SO far when I've tried to set it up in her name, I've not been able to proceed as they require details of her address. As she's in a CH, all the bills, bank statements etc naturally come to me at my address. I could of course set up an account in my name but not sure if that is legit. Does anyone have any experience of how to do this?