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Discretionary Trading Authorization Power of AttorneyThe undersigned hereby authorizes as the undersigneds agent and attorney in fact (the Agent), with full power and authority to enter into contracts
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How to fill out online discretionary trading authorization

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To fill out online discretionary trading authorization, follow these steps:
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Log in to your online trading account.
03
Navigate to the 'Authorization' or 'Account Settings' section.
04
Look for the option to enable discretionary trading authorization.
05
Click on the option to proceed with the authorization process.
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Read and understand the terms and conditions associated with discretionary trading.
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Provide all the required information accurately.
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Review the information you have entered and make any necessary changes.
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Submit the authorization form.
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Wait for confirmation of your discretionary trading authorization.
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Once approved, you can start using the discretionary trading features of the online platform.

Who needs online discretionary trading authorization?

01
Online discretionary trading authorization is needed by individuals who want to grant a third party the authority to make investment decisions on their behalf.
02
It is suitable for those who prefer a professional or broker to manage their investments and make trading decisions without requiring their explicit approval for each transaction.
03
This type of authorization is often utilized by busy individuals or those who lack the necessary expertise or time to actively manage their own investment portfolio.
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Online discretionary trading authorization allows a broker or financial advisor to manage a client's trading account without needing to obtain prior approval for each transaction.
Clients who want to grant a broker or advisor the authority to make trading decisions on their behalf are required to file an online discretionary trading authorization.
To fill out online discretionary trading authorization, clients typically need to complete a form provided by their broker, which includes details such as personal information, the scope of authorization, and signatures to confirm consent.
The purpose of online discretionary trading authorization is to enable brokers or financial advisors to execute trades on behalf of clients without needing to consult them for each transaction, which can streamline the trading process.
The information that must be reported typically includes the client's personal details, account number, the extent of discretionary authority granted, and acknowledgment of investment risks.
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