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Authorisation For Release Of Financial Information
"I need an Authorization for Release of Financial Information to allow my accountant to access my business banking records from January 2025 to December 2025, specifically for tax preparation purposes."
1. Authorising Party Details: Full name, address, and identification details of the person authorising release
2. Recipient Details: Details of the institution/person authorized to receive the information
3. Scope of Authorization: Specific financial information to be released and any limitations
4. Duration: Period for which the authorization is valid
5. Data Protection Statement: GDPR compliance statement and data processing details
6. Signature Block: Space for authorising party's signature and date
1. Third Party Authorization: Additional authorization for third-party access, used when intermediaries are involved
2. Purpose Statement: Specific purpose for information release, used in cases requiring justification
3. Revocation Clause: Terms for revoking the authorization, used in longer-term authorizations
1. List of Accounts: Detailed list of specific accounts covered by the authorization
2. Identification Documents: Copies of ID documents supporting the authorization
3. Specific Information Requirements: Detailed breakdown of required financial information
Authors
Authorising Party
Authorised Information
Business Day
Confidential Information
Data Protection Legislation
Effective Date
Financial Information
Financial Institution
GDPR
Information Recipient
Personal Data
Professional Advisor
Purpose
Recipient
Relevant Accounts
Specified Period
Term
Third Party Recipients
Working Hours
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