Xentum | Letters of Authority

Letters of Authority

May 18, 2019 - Less than a minute read

Posted by Claire Parker

To help us build your financial plan we will need information from your current providers.


This information may include:

  • Contributions
  • Values
  • Charges
  • Performance
  • Tax


You can find the form below which can downloaded and printed off.


Letter of Authority


To ask these questions on your behalf, we will need you to sign and complete the following letter of authority for each policy you hold.


Please return these forms electronically to admin@xentum.co.uk or by post to


Xentum Limited

5 Bridgewater Court

Barsbank Lane


WA13 0ER