Trusted Contact Person

What is a trusted contact person?

A trusted contact person is someone you choose who we can speak to about you in certain situations. This could be a family member or close friend. We will record their name and contact details and will only speak to them, and share information about you if:

• We need to confirm your current contact information, your health or wellbeing, or the identity of anyone legally appointed as your guardian, representative, executor, or trustee (if applicable).
  

• We cannot reach you, for example, because you are ill.
  

• We believe you may be at risk of financial abuse, such as fraud or misuse of your money.

A trusted contact person cannot:

• access your accounts, or make payments

• make decisions on your behalf

• give instructions on your behalf

• act as your legal representative.

If you want someone to manage your account or give instructions (for example, through a power of attorney), we strongly recommend you seek independent legal advice.

You have a right to nominate a trusted contact person under the Consumer Protection Code. There is more information about appointing a trusted contact person in the explanatory notes section of our trusted contact person nomination form. You should read these carefully before appointing a trusted contact person.

How to set up a trusted contact person

To nominate a trusted contact person, complete our trusted contact person nomination form. You can either:

Download a copy of the form and print it.

Please also download and print a copy of our Data Privacy Notice.

Ask for a copy of the form and our Data Privacy Notice in your local branch.

Both you and your trusted contact person will need to fill in and sign the form before sending it back to us. Our Data Privacy Notice explains how we protect and manage your personal data. Please give a copy of the Data Privacy Notice to your trusted contact person. Once you’ve completed the form, you can either return it to your local branch, or post it to:

Extra Help Team
Bank of Ireland
PO Box 13891
Dublin 18

This form is for personal products only. You cannot nominate a trusted contact person for business products.

You cannot set up a trusted contact person if you already have one of the following in effect:

• A decision-making representative

• An attorney under an enduring power of attorney

• A decision-making assistant

• A co-decision maker

We will call you when we receive your form to confirm your details and your request to add a trusted contact person to your account(s). If you change your mind, you can ask us to remove your trusted contact person at any time.