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In order to process your medallion request, the following documents will normally be required (this will be confirmed): 

  1. Two forms of certified copy ID for each signatory from A and B. 

    A) Valid passport, photo drivers license or government issued identification card bearing your signature; B) Certified copy utility bill or bank statement dated within 3 months.

  2. A photocopy of your stock certificate or the most recent account or investment statement as proof of ownership

  3. Where not the beneficial owner of the investment, you will need to submit certified proof for the authorised signatories such as​:

    • Trustee - Trust Deed

    • Attorney - Power of Attorney 

    • Executor - Grant of Probate

    • Company Director - Signatory List OR Corporate Resolution PLUS Incorporation Certificate

N.B. Notarised ID documents (not certified) are required for any medallion related cases outside the UK.

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