Get the free Authorised Signatory Form

Please use this form if you wish to appoint, change or remove an authorised signatory on your account. An authorised signatory can transact and make enquiries on your account and will receive copies of your statements. The authorised signatory must complete an Individual & Sole Traders Identification form and will be bound by the terms outlined in the relevant Fund’s most recent Product Disclosure Statement and Information Booklet.

How to fill out authorised signatory form

How to fill out authorised signatory form

1. Obtain the authorised signatory form from the relevant authority or organization.
2. Fill in the name of the organization at the top of the form.
3. Provide the details of the individual(s) being designated as the authorised signatory, including full name, position, and contact information.
4. Specify the scope of authority granted to the signatory, detailing what transactions they can approve or sign on behalf of the organization.
5. Include any required identification details, such as government-issued ID numbers or passport details, if necessary.
6. Ensure that the form is dated and signed by an appropriate representative of the organization, usually a senior officer.
7. Review the completed form for accuracy and completeness before submission.
8. Submit the form to the relevant authority or keep a copy for organizational records.

Who needs authorised signatory form?

1. Organizations that require a designated individual to operate bank accounts or sign legal documents on behalf of the entity.
2. Businesses needing to designate specific employees to sign contracts or agreements.
3. Non-profit organizations that must confirm who is authorized to act on their behalf.
4. Any entity that needs a formal record of who can undertake legal and financial transactions.

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What is authorised signatory form?

An authorised signatory form is a document that designates one or more individuals who are authorized to sign documents on behalf of an organization, company, or entity.

Who is required to file authorised signatory form?

Organizations and companies that need to appoint individuals to sign official documents, such as contracts, agreements, and legal papers, are required to file an authorised signatory form.

How to fill out authorised signatory form?

To fill out an authorised signatory form, provide the organization's name, the details of the individuals being appointed as signatories, their roles, and the scope of their authorization. Ensure the form is signed by an individual with the authority to do so.

What is the purpose of authorised signatory form?

The purpose of the authorised signatory form is to provide a clear and official record of who is authorized to represent and bind the organization in legal and financial matters.

What information must be reported on authorised signatory form?

The information that must be reported includes the name of the organization, names of the authorized signatories, their positions, signature specimens, and any limitations or specifics regarding the authority granted.