Client Authorisation Form Template for Belgium

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Key Requirements PROMPT example:

Client Authorisation Form

"I need a Client Authorization Form under Belgian law for my financial services company, authorizing our senior account manager to handle all client investment transactions and portfolio management decisions from January 1, 2025, to December 31, 2025, with specific powers to delegate authority to team members when needed."

Document background

The Client Authorization Form is a critical legal instrument under Belgian law used to establish and document the formal delegation of authority from one party to another. This document is essential when an individual or organization needs to authorize a representative to act on their behalf, whether for specific transactions or general matters. The form must comply with the Belgian Civil Code, particularly Articles 1984-2010 regarding mandate agreements, and incorporate GDPR requirements for personal data processing. It's commonly used in various contexts, from financial transactions to healthcare decisions, and can be either general or specific in scope. The document typically includes detailed identification of all parties, explicit authorization scope, duration terms, and clear revocation procedures. Its validity often depends on proper execution according to Belgian formal requirements, which may include witness attestation or notarization for certain types of authorizations.

Suggested Sections

1. Client Information: Full legal name, address, and identification details of the client granting authorization

2. Representative Information: Full legal name, address, and identification details of the person/entity being authorized

3. Scope of Authorization: Detailed description of the powers being granted and specific activities authorized

4. Duration: Period of validity for the authorization, including start date and end date if applicable

5. Revocation Rights: Terms under which the authorization can be revoked and the process for revocation

6. Data Protection Notice: GDPR-compliant information about how personal data will be processed

7. Execution: Signature blocks, date, and place of signing

Optional Sections

1. Substitute Authorization: Used when the representative needs the right to delegate authority to others

2. Financial Powers: Include when authorization involves handling financial matters or bank accounts

3. Healthcare Decisions: Added when authorization includes medical or healthcare decision-making powers

4. Real Estate Matters: Required when authorization covers real estate transactions

5. Digital Access Authorization: Include when granting access to digital accounts or services

6. Foreign Powers: Added when authorization needs to be valid in other jurisdictions

7. Compensation: Include if the representative will receive payment for their services

Suggested Schedules

1. Appendix 1 - Specific Powers: Detailed list of specific actions and decisions the representative is authorized to make

2. Appendix 2 - Required Documentation: List of identity documents and other supporting documentation provided

3. Appendix 3 - Data Processing Details: Detailed information about data processing activities and protections as required by GDPR

4. Appendix 4 - Witness Statement: If required, witness confirmation of the client's capacity and voluntary execution

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co

Relevant legal definitions

Clauses

Relevant Industries

Financial Services

Healthcare

Legal Services

Real Estate

Insurance

Banking

Professional Services

Education

Public Administration

Corporate Services

Retail

Manufacturing

Relevant Teams

Legal

Compliance

Risk Management

Human Resources

Operations

Client Relations

Account Management

Administrative Support

Contract Management

Data Protection

Corporate Secretariat

Relevant Roles

Legal Counsel

Compliance Officer

Risk Manager

Corporate Secretary

HR Director

Operations Manager

Client Relations Manager

Account Manager

Financial Advisor

Business Development Manager

Administrative Officer

Contract Manager

Data Protection Officer

General Manager

Chief Legal Officer

Find the exact document you need

Authorisation Form

A Belgian-law compliant document that formally grants specific powers or permissions from an authorizing party to an authorized representative.

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Let's create your Client Authorisation Form

Authors

Alex Denne

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