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Sometimes, we may question the authority of your attorney to give instructions on your behalf or the acceptability of a POA document. In these cases, we’ll inform you or your attorney a review is needed, except where prohibited by law. Certain reviews take more time, but we’ll tell you how long we expect it to take.
If we can’t act on your POA or your attorney’s instructions, you or your attorney can contact us with any concerns. For more information, review “How to resolve concerns with Simplii Financial” in our Products and Services Agreement.