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TRADING AUTHORIZATION OR POWER OF ATTORNEY FOR MEMBERS OF THE IMMEDIATE FAMILY 1100 University Street, 7th Floor, Montreal, Quebec H3B 2G7 Clear Form ACCOUNT HOLDER IDENTIFICATION I, the undersigned,

How to fill out trading authorization or power

How to fill out trading authorization or power:

1. Begin by gathering the required documents. This may include a signed power of attorney form, identification documents, and any additional paperwork requested by the brokerage firm or financial institution.
2. Make sure to carefully read and understand the terms and conditions of the trading authorization or power. This will provide you with a clear understanding of the responsibilities and limitations associated with granting someone else trading authority on your behalf.
3. Fill out the necessary information on the trading authorization or power form. This may include personal details such as your name, address, contact information, and account number. It's important to provide accurate and up-to-date information to avoid any processing delays.
4. If you are authorizing someone else to trade on your behalf, ensure that you provide their full name, contact details, and any additional information required by the brokerage firm or financial institution.
5. Review the completed form for any errors or missing information. Double-check the accuracy of all the provided details to avoid any potential issues or confusion later on.
6. Once you are satisfied with the accuracy of the information, sign and date the trading authorization or power form. Some forms may require a witness or notary public signature, so make sure to follow the instructions provided by the brokerage firm or financial institution.
7. Submit the completed form and any additional required documents to the appropriate party. This may involve mailing the documents, visiting a branch office, or submitting them online based on the instructions provided by the brokerage firm or financial institution.

Who needs trading authorization or power?

1. Individuals who may be unable or unwilling to actively manage their investment accounts may choose to grant trading authorization or power to someone else. This allows the authorized person to make investment decisions and execute trades on their behalf.
2. Investors who are planning to be away for an extended period of time, such as during a vacation or business trip, may opt to provide trading authorization or power to ensure their investment accounts are taken care of in their absence.
3. Some individuals may want to grant trading authorization or power to a financial advisor or investment manager in order to benefit from their expertise and guidance in making investment decisions.
4. Guardians or conservators who are responsible for managing the financial affairs of a minor, an individual with special needs, or an incapacitated individual may need trading authorization or power to execute trades on their behalf.

It's worth noting that the specific requirements and procedures for trading authorization or power may vary between different brokerage firms and financial institutions. It's essential to consult with the appropriate professionals and carefully review all the necessary documentation before proceeding with granting someone trading authority or power.

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What is trading authorization or power?

Trading authorization or power is a document that allows an individual or entity to make trades on behalf of another party.

Who is required to file trading authorization or power?

Individuals or entities who are authorized to trade on behalf of another party are required to file trading authorization or power.

How to fill out trading authorization or power?

To fill out trading authorization or power, one must provide information about the authorized trader, the party they are trading on behalf of, and any limitations or restrictions on the trading authority.

What is the purpose of trading authorization or power?

The purpose of trading authorization or power is to ensure that trades are made on behalf of an authorized party and in compliance with relevant regulations and guidelines.

What information must be reported on trading authorization or power?

Information such as the names and contact information of the authorized trader and the party they are trading for, as well as any limitations or restrictions on the trading authority, must be reported on trading authorization or power.