Authorisation Letter to Financial Institution

Individual / Joint Client(s) Account Opening

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Description:

Authorisation given by (an) individual(s jointly) to open a securities trading / investment account with a financial institution for investment / trading purposes.

I/We hereby authorise and request you to open and maintain a [cash / margin] [investment / securities trading] account (“the Account”) in the name of me/us for the purchases, sales, holdings of and any [investment / other dealings in securities] as I/we may instruct you as my/our agent to effect from time to time on my/our behalf. The Account shall be maintained and all such purchases, sales, holdings of and any other dealings in securities shall be effected subject to and in accordance with the provisions of the Authorisation for Account Opening and the Client’s Agreement (“the Agreement”). I/We confirm and acknowledge that the Agreement forms an integral part of the Authorisation for Account Opening. I/We acknowledge receipt of a signed copy of the Agreement.

Document Type:

Deed /poa / authorisation / agency / escrow

Category:

Business > Banking and Finance > Banking / Account Opening Form

 
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Author:

DocPro Legal

DocPro Legal is a team of legal professionals with a passion for making quality documents and legal contract templates widely available to the public through cutting edge technology. Our lawyers are qualified in numerous common law jurisdictions including the United Kingdom, Australia, New Zealand, India, Singapore and Hong Kong. We have experience in major law firms and international banks with expertise in business, commercial, finance, banking, litigation, family, succession and company laws.