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International Bond from Standardize International Authorizing your financial adviser to give investment instructions on your behalf IB36 0214 Who this form is for This form is for the bond owner(s)

How to fill out authorising your financial adviser

How to Fill out Authorising Your Financial Adviser:

1. Begin by gathering all the necessary documents and information. This may include personal identification, financial statements, and any relevant legal documents.
2. Carefully read and understand the authorisation form provided by your financial adviser. Pay attention to any instructions or special requirements outlined in the form.
3. Fill in your personal information accurately and legibly. This may include your full name, address, contact details, and date of birth.
4. Provide details about your financial adviser, including their name, company, and contact information. Make sure to verify the accuracy of these details before proceeding.
5. Indicate the specific services you are authorising your financial adviser to perform on your behalf. This could include managing investments, making financial decisions, or accessing your financial accounts.
6. Review the terms and conditions of the authorisation carefully. Make sure you understand the scope of the authorisation and any potential risks associated with it.
7. If necessary, seek legal or professional advice to ensure that you fully comprehend the implications of authorising your financial adviser.
8. Sign and date the authorisation form. Some forms may require additional witnesses or notarization, so make sure to comply with any such requirements.
9. Keep a copy of the signed authorisation form for your records and provide a copy to your financial adviser. This ensures that both parties have a documented agreement.
10. Regularly review and update your authorisation as needed, especially if there are changes to your financial circumstances or if you decide to change or terminate your relationship with your financial adviser.

Who Needs Authorising Your Financial Adviser?

1. Individuals who require professional assistance in managing their finances.
2. Anyone looking to delegate financial decision-making and tasks to a qualified financial adviser.
3. Individuals who want to secure their financial future by entrusting their investments and financial matters to an experienced professional.
4. People who lack the time, knowledge, or expertise to manage their finances effectively on their own.
5. Those who want to ensure compliance with legal and regulatory requirements regarding financial transactions and investments.
6. Individuals who aim to benefit from the expertise and guidance of a financial adviser in achieving their financial goals.
7. People who desire peace of mind and reassurance that their finances are being handled skillfully and ethically.
8. Those who wish to take advantage of investment opportunities and strategies that their financial adviser can provide.
9. Individuals who value the convenience and personalized service that a financial adviser can offer in managing their financial affairs.
10. People who understand the benefits of working with a trusted and reputable financial adviser to navigate complex financial markets and make informed decisions.

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What is authorising your financial adviser?

Authorising your financial adviser is giving them the permission to act on your behalf in managing your financial matters.

Who is required to file authorising your financial adviser?

The client who is receiving financial advice is required to file authorising their financial adviser.

How to fill out authorising your financial adviser?

To fill out authorising your financial adviser, you need to provide your personal information, details of your financial adviser, and sign the authorisation form.

What is the purpose of authorising your financial adviser?

The purpose of authorising your financial adviser is to allow them to make decisions and transactions on your behalf in accordance with your financial goals and preferences.

What information must be reported on authorising your financial adviser?

The information that must be reported on authorising your financial adviser includes your name, contact details, financial adviser's name, contact details, and details of the authorisation agreement.