Understanding third party authority for individuals

To view third party authorities at an account level, start by find the account in Adviser Online: 

Option 1 - Account search 

1. From the global search bar, select Accounts from the drop-down menu
2. Search for your client's account number or name
3. Select their account name from the drop-down list.

Option 2 - Side navigation

1. Hover your mouse over Clients in the menu and select Accounts
2. Search for the account in the account search bar by using either the account number or name
3. Select their account name from the results presented.

From the account page: 

1. Select the Third party authority tab in the Connected people tile
2. The third party's role, name and authority level are presented.

To view third party authorities at a client level, start by finding the client in Adviser Online:

Option 1 - Client search

1. From the global search bar, select Clients from the drop-down menu
2. Search for your client's name
3. Select their name from the drop-down list.

Option 2 - Side navigation

1. Hover your mouse over Clients in the menu and select Clients
2. Search for your client's name in the client's search bar
3. Select the client from the results presented.

From the client page:

1. Select the Third party authority option
2. Select the third party you want to view
3. The active accounts the third party has access to are presented in the right-hand panel.

If the individual authorised signatory being appointed is not an existing Macquarie customer, we would also require the following documents in addition to the documents listed in the table above:

• Completed Individual and Sole Traders Identification form, and
• Certified copy of ID (e.g. a driver licence or passport).

For more information on how to complete the CMA Third Party Authority forms, please read Guide to completing CMA Third Party Authority forms in our Personal Help Centre.