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STOCKBROKING Authorized agent (Authorized person) form Client Account Details Client Name (for example, ABC Pty Ltd): Account Designation (if applicable): Account If Existing Client: Client Account
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How to fill out an authorised agent form:

01
Start by carefully reading the instructions provided with the form. Understanding the requirements and guidelines is essential.
02
Begin by entering your personal information in the appropriate fields. This may include your full name, contact details, and any identification numbers requested.
03
Provide the necessary information about the entity or individual you are acting as an authorized agent for. This could include their name, contact information, and any relevant identification or license numbers.
04
Fill in the details of the specific tasks or responsibilities you are authorized to perform on behalf of the entity or individual. Be clear and concise in describing the scope of your authority.
05
Sign and date the form to certify that the information provided is accurate and that you understand the responsibilities and obligations associated with being an authorized agent.
06
If required, have the form notarized or witnessed by a designated individual to validate its authenticity.

Who needs an authorised agent form:

01
Individuals or entities seeking to appoint someone to act on their behalf in specific matters may require an authorized agent form.
02
Organizations or businesses dealing with legal or official matters often require such a form when designating someone to represent them.
03
Government agencies, institutions, or departments may request an authorized agent form to ensure proper authorization for certain actions or transactions.
04
In some cases, individuals with limited capacity or legal restrictions may need to appoint an authorized agent to handle their affairs.
05
It is advisable to consult specific regulations and guidelines to determine whether an authorized agent form is necessary in a particular situation.
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The authorised agent form is a document that designates an individual or entity as the official representative or agent for a specific purpose.
Any individual or entity who wishes to appoint an authorised agent to act on their behalf must file the authorised agent form.
To fill out the authorised agent form, the individual or entity must provide their contact information, the contact information of the authorised agent, and details of the authority granted to the agent.
The purpose of the authorised agent form is to officially designate an individual or entity as the authorised representative for specific matters or transactions.
The authorised agent form must include the names and contact information of both the appointer and the authorised agent, as well as details of the authority granted to the agent.
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