Authorisation Letter to Financial Institution

Account Opening from Corporate Client

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Description:

Authorisation given by a company / entity to open a securities trading / investment account with a financial institution for investment / trading purposes.

We hereby authorise and request you to open and maintain at our request one or more [cash / margin] securities trading accounts (“the Account”) in the name of our Company for the purchases, sales, holdings and any other dealings in securities as our Company may instruct you as our agent to effect from time to time on our behalf. The Account shall be maintained and all such purchases, sales, holdings 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 Cash Client’s Agreement (“the Agreement”). We confirm and acknowledge that the Agreement forms an integral part of the Authorisation for Account Opening. We acknowledge receipt of a signed company of the Agreement.

 

How to use this Document?

This document is for the authorization given by a company / entity to open a securities trading / investment account with a financial institution for investment / trading purposes.

 

How to Tailor the Document for 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.

 

 

 

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.