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POWER OF ATTORNEY APPOINTMENT AND INDEMNIFICATION AGREEMENT If this Power of Attorney is executed in the State of New York: CAUTIONTOTHEPRINCIPAL:Your Power of Attorney is an important document. As

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How to fill out trading authorizationpower of attorney

01

Obtain a blank trading authorization/power of attorney form from your brokerage firm.

02

Fill in your personal information, including your name, account number, and contact information.

03

Specify the individual(s) you are authorizing to make trading decisions on your behalf.

04

Sign and date the form in the presence of a notary public or witness, as required by your brokerage firm.

05

Submit the completed form to your brokerage firm for processing.

Who needs trading authorizationpower of attorney?

01

Anyone who wants to authorize another individual to make trading decisions on their behalf may need to fill out a trading authorization/power of attorney form.

02

This could include individuals who are unable to make their own trading decisions due to illness, travel, or other reasons, as well as those who simply prefer to have someone else manage their investments.

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What is trading authorization power of attorney?

Trading authorization power of attorney is a legal document that allows one person (the principal) to grant another person (the agent) the authority to manage and execute trades on the principal's behalf.

Who is required to file trading authorization power of attorney?

Typically, individuals who want to authorize someone else to manage their trading accounts or investment portfolios are required to file trading authorization power of attorney.

How to fill out trading authorization power of attorney?

To fill out a trading authorization power of attorney, you generally need to provide your personal information, the agent's information, and specify the scope of authority granted, including any limitations and the duration of the authorization.

What is the purpose of trading authorization power of attorney?

The purpose of trading authorization power of attorney is to legally empower an agent to act on behalf of the principal in financial matters, particularly in executing trades and managing assets.

What information must be reported on trading authorization power of attorney?

The trading authorization power of attorney must report the names and addresses of both the principal and the agent, the specific powers granted, any limitations, and the effective date of the authorization.

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