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Client Authorisation Form
"I need a Client Authorisation Form for my Singapore-based investment firm to allow our financial advisors to manage client portfolios and execute trades up to SGD 500,000, with the authorization period starting from January 2025."
1. Client Information: Personal/business details of the client including full name, registration numbers, contact details and address
2. Scope of Authority: Detailed description of the specific powers being granted tHRough the authorization
3. Duration: Period for which the authorization is valid, including start and end dates if applicable
4. Declaration: Client's confirmation of understanding and agreement to the terms of authorization
5. Execution Block: Signature sections for all parties, including witness requirements if applicable
1. Third Party Authorization: Additional clause for when authority extends to dealing with specific third parties
2. Data Protection Clause: Specific consent for personal data collection, usage, and disclosure under PDPA requirements
3. Financial Authority Limits: Specification of monetary limits and financial transaction scope when authorization involves financial matters
1. Schedule 1 - Authorized Activities: Detailed list of specific authorized activities and powers granted
2. Schedule 2 - Required Documentation: List of supporting documents provided/required for the authorization
3. Appendix A - Verification Documents: Copies of identity verification documents and other supporting materials
Authors
Duration and Termination
Obligations of Authorized Party
Client Responsibilities
Confidentiality
Data Protection
Indemnification
Limitation of Liability
Representations and Warranties
Record Keeping
Compliance with Laws
Revocation
Force Majeure
Notices
Governing Law
Dispute Resolution
Assignment
Severability
Entire Agreement
Third Party Rights
Anti-Money Laundering Compliance
Fee Arrangements
Execution and Witnessing
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