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Appointing an Agent

Appointing an Agent

Principal Company Requesting Agent Referral

This document can be used as a letter by the principal to request an agent referral. It is a letter for principal and it requires the referral company, normally the banker to provide its correspondents. 


How to use the document?

This document should be carefully read by the principal. 

How to tailor the document to your need? 

  1. Create Document: Click “Create Document” button and the document will be prepared with your account details automatically filled in.

  2. Please fill in any additional information by following the step-by-step guide on the left hand side of the preview document and click the “Next” button.

  3. When you are done, click the “Get Document” button and you can download the document in Word or PDF format.

  4. Please review the document carefully and make any final modifications to ensure that the details are correct before sending to the addressee.


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