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Authorisation Letter to Financial Institution

Operating of Discretionary Account

This document is an Authorisation / Request form given by a company / entity to open a discretionary account with a financial institution for investment / trading purposes. It authorises the bank to open up a corporate account in which all the purchases, sales, holdings and other dealings in securities effect from time to time. It allows a broker to buy and sell security without the consent of the client for each trade. 

 

How to use this Document?

This document should be carefully read by the client. 

This document should be witnessed to be valid.

 

How to Tailor the Document for Your Need?

  1. Create Document: Click “Create Document” button and fill in the details of the parties. You can click the “Fill with Member’s Information” button to complete the party’s information with your personal or business information saved to your account.  

  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.

 

 

 
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