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Appointed Representative Termination Notification under SUP 12.8.1R (i.e. the form in SUP 12 Ann 5R) Firm name (i.e. the principal firm) (“The firm “) Firm reference number* Address * Please return
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How to fill out appointed representative - termination
01
To fill out the appointed representative - termination form, you will need to follow these steps:
1.1
Start by obtaining the form from the relevant authority or organization. This form is typically used when an appointed representative relationship is being terminated, meaning a person or company who was previously representing another party is no longer authorized to do so.
1.2
Read the instructions provided with the form carefully to ensure that you understand the requirements and any specific documentation that may be needed.
1.3
Begin filling out the form by providing your personal information as the terminating appointed representative. This may include your name, address, contact information, and any identification numbers or references that are required.
1.4
Next, provide the details of the party for whom you were acting as the appointed representative. This may include their name, contact information, and any relevant identification or account numbers.
1.5
In the designated section, explain the reason for the termination. This may be due to a change in circumstances, the expiration of a contract, or any other valid reason.
1.6
If there are any outstanding matters or responsibilities that need to be addressed before the termination can be finalized, make sure to mention them in the form. This could include the transfer of any documents or assets, notification of clients or customers, or any other necessary actions.
1.7
Sign and date the form once you have completed all the required sections. Make sure to keep a copy for your records and submit the original to the appropriate authority or organization. It's advisable to send it via certified mail or any other method that provides proof of delivery.
02
The appointed representative - termination form is typically needed by individuals or companies who have been acting as representatives on behalf of another party. Some common scenarios where this form may be required include:
2.1
Insurance brokers or agents who have been representing an insurance company and no longer wish to continue acting in that capacity.
2.2
Financial advisors or consultants who have been advising clients as appointed representatives and are now terminating that relationship.
2.3
Lawyers or legal professionals who have been authorized to represent clients in legal matters but are ending that representation.
2.4
Any other individuals or organizations who have been formally appointed or authorized to act on behalf of another party but wish to terminate that arrangement.
It is important to note that the specific requirements and processes for terminating an appointed representative relationship may vary depending on the jurisdiction and the industry involved. Therefore, it is always recommended to consult the relevant regulations and seek professional advice if needed.
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What is appointed representative - termination?
Appointed representative - termination is the process of ending the appointment of a representative for a particular matter or case.
Who is required to file appointed representative - termination?
The individual or entity who appointed the representative is required to file appointed representative - termination.
How to fill out appointed representative - termination?
Appointed representative - termination can be filled out by providing the necessary information about the termination of the representative's appointment.
What is the purpose of appointed representative - termination?
The purpose of appointed representative - termination is to officially end the appointment of a representative and update relevant records.
What information must be reported on appointed representative - termination?
Information such as the reason for termination, effective date, and any relevant details about the termination must be reported on appointed representative - termination.
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