Key roles in associations can change frequently.
When the treasurer or financial account holder changes, update the creator of the Holvi account. This keeps access, responsibilities and legal ownership with the right person.
The creator controls the account and has access to certain settings and features.
This guide explains how to transfer the creator role in line with Holvi’s compliance requirements.
Learn more about Holvi’s user roles here
The new creator will need their own Holvi profile — they cannot simply take over the old creator’s login. Holvi profiles are personal and belong to the individual, not the association or company.
How to change your association’s creator
Step 1: The current creator invites the new creator to the Holvi account
- Log in at Holvi.com.
- Go to Settings > Users > Add new user
- If the new creator already has a Holvi user profile, use the exact same email address and phone number in the invitation.
- The new user must accept the invitation and verify their identity in Holvi.
Step 2: The new creator verifies their identity
- Log in to Holvi and go to Start > Add personal information
- Complete strong identification (e.g. bank ID, electronic ID).
Step 3: Either one submits the required documents
The required documents are:
-
Up-to-date registry extract (no older than 6 months)
Where can we get a registry extract? -
Power of attorney (PoA) if the new creator is not an authorised sole representative (click for more info).
To be valid, your power of attorney document must:
- Use Holvi’s official template (click here to open or see attachment at the bottom of this article), and
- Be signed by hand or electronically with strong authentication.
📝 How to upload your documents
The current creator can submit the documents by logging in to Holvi via browser and going to Profile (top right corner) > My businesses > Have your company details changed? > Add.
Alternatively, the new creator can send the documents directly to support@holvi.com.
Step 4: Either one contacts Holvi
Once:
- The new creator is verified; and
- All required documents have been submitted
→ Either the current or new creator can contact our support team to request the transfer of the creator role. We’ll review the documents and complete the change.
When is a power of attorney required?
A power of attorney is only required if the new creator does not have sole signing authority according to the association’s current registry extract.
🧾 Check whether you need a POA
| Person stepping into the creator role | Signatories according to the registry extract | Power of attorney required | Who needs to sign the power of attorney |
|---|---|---|---|
| Board member (e.g., treasurer) | “Board member alone” | ❌ No | – |
| Chairperson of the board | “Chairperson alone, or two board members together” | ❌ No | – |
| Chairperson of the board | “Chairperson and one board member together” | ✅ Yes | One other board member |
| Board member | “Two board members together” | ✅ Yes | One other board member |
| Board member | “Chairperson and one board member together” | ✅ Yes | Chairperson |