Third party authorities

To access information about one of our members directly from us, you will need a valid third party authority.

With a third party authority, a member can give their adviser, or another person or organisation (the ‘third party’), access to information about their account.

We can only release a member’s information directly to another person if we have the member’s written consent¹.

Using your own authority form

We accept third party authority forms provided by advisers or licensees, if the form includes all required information:

• The member’s full name and date of birth
• Their GESB member number (if available)
• Adviser or organisation name and contact details
• The information the adviser is authorised to access
• The member’s signature and date
• An expiry date for the authority (if applicable)

What information can we release under a third party authority?

A third party authority allows the authorised person (or employee, if the authority is for an organisation) to access information about a member and their accounts.

This may include:

• The member’s personal and employment details
• Their account balance
• Details of transactions
• Information about how their funds are invested
• Details of insurance within their account

A third party authority doesn’t allow the authorised person to make any changes to a member’s account or personal details, or carry out any transactions on their behalf.

How to apply for an authority

We accept applications from both members and third parties who are representing a member.

You can apply for a third party authority using our Third party authority form, or your own authority form if it meets our requirements.

You can complete and sign the form digitally and email it back to us.

While we accept adviser provided authority forms, using our form ensures we receive all required information. This may help us to process the authority more quickly.

Third party authorities are valid for up to two years but may be cancelled earlier.

If an authority is no longer valid, or a member would like to extend an existing authority, they will need to contact us directly to provide a written update.

Download our Third party authority form

For more information, please contact our Member Services Centre on 13 43 72.