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Appointing an Agent

Reply to the Referral Request

This document can be used as a template for the referral company, normally the banker to reply to the principal's request. It states that the correspondents have been informed, and it also provides their contact information. 


How to use the document? 

This document should be carefully read by the referral company. 


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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