Authorization Note Template for Switzerland

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Key Requirements PROMPT example:

Authorization Note

I need an Authorization Note under Swiss law for our CFO to represent our technology company in all banking matters and financial transactions from January 15, 2025, to December 31, 2025, including the authority to open and close accounts and execute investment decisions.

Document background

An Authorization Note is a crucial legal instrument in Swiss business and personal affairs, used to formally delegate authority or specific powers from one party to another. This document type is particularly relevant in Switzerland's sophisticated business and financial environment, where clear delegation of authority is essential for efficient operations. The Authorization Note must comply with the Swiss Code of Obligations and related federal laws, requiring precise specification of the powers granted, duration of authority, and any limitations or conditions. It's commonly used in various contexts, from simple personal representations to complex corporate authorizations, and may require specific formalities depending on the nature and scope of the authorization. The document's importance is heightened in Switzerland's multilingual and international business environment, where clear documentation of authority is crucial for legal certainty.

Suggested Sections

1. Header Information: Date, place of issuance, and document title

2. Authorizing Party Details: Full name, address, and identification details of the person/entity granting the authorization

3. Authorized Party Details: Full name, address, and identification details of the person/entity receiving the authorization

4. Scope of Authorization: Clear and specific description of the powers being granted and authorized activities

5. Duration: Validity period of the authorization, including start date and end date (if applicable)

6. Signature Block: Space for formal execution by the authorizing party, including date and place of signing

Optional Sections

1. Revocation Terms: Include when the authorization needs specific conditions for revocation or termination

2. Substitution Rights: Include when the authorized party needs the right to delegate authority to others

3. Governing Law Declaration: Include when the authorization might be used across jurisdictions or when specific Swiss law provisions need to be emphasized

4. Specimen Signature: Include when required for banking or formal verification purposes

5. Data Protection Provisions: Include when the authorization involves handling of personal data

6. Language Declaration: Include when the document is bilingual or might be used internationally

Suggested Schedules

1. Specimen Signature Form: Format for authorized party's signature verification

2. List of Specific Powers: Detailed enumeration of authorized activities when the scope is extensive

3. Identity Documentation: Copies of identification documents of both parties when required for formal purposes

4. Corporate Resolution: When the authorizing party is a company, include board resolution or other corporate authorization

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

Banking and Financial Services

Corporate Services

Legal Services

Healthcare

Real Estate

Insurance

Manufacturing

Trade and Commerce

Education

Professional Services

Government and Public Administration

Relevant Teams

Legal

Compliance

Corporate Secretariat

Risk Management

Executive Office

Human Resources

Operations

Administration

Finance

Treasury

Governance

Relevant Roles

Legal Counsel

Corporate Secretary

Compliance Officer

Risk Manager

Board Director

Chief Executive Officer

Chief Financial Officer

Operations Manager

Human Resources Director

Bank Manager

Administrative Officer

General Manager

Company Director

Treasury Manager

Department Head

Find the exact document you need

Authorization Note

A Swiss law-compliant document that formally delegates specific powers from one party to another, establishing legal authorization for representation or specific actions.

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Authors

Alex Denne

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