Third Party Authorisation Form Template for England and Wales

A Third Party Authorisation Form is a legal document used in England and Wales that grants specific permissions or authority to a designated third party to act on behalf of the authorizing party. The document is governed by English and Welsh law and must comply with various legislative requirements including data protection, mental capacity, and electronic communications regulations. It serves as formal evidence of the granted authority and outlines the scope, duration, and limitations of the authorization.

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What is a Third Party Authorisation Form?

The Third Party Authorisation Form is essential in situations where an individual or organization needs to delegate authority or grant specific permissions to another party. It provides a formal framework for authorizing actions under English and Welsh law, protecting both the authorizing party and the authorized third party. The document typically includes detailed information about both parties, specific powers being granted, duration of authority, and any limitations or conditions. It's particularly crucial in regulated sectors where formal authorization is required for compliance purposes and can be used alongside or instead of more formal power of attorney arrangements, depending on the circumstances.

What sections should be included in a Third Party Authorisation Form?

1. Details of Authorizing Party: Full name, address, and contact details of the person giving authorization

2. Details of Authorized Third Party: Full name, address, and contact details of the person being authorized

3. Scope of Authorization: Clear description of what powers/access are being granted

4. Duration: Time period for which the authorization is valid

5. Declaration: Statement confirming understanding and voluntary nature of authorization

6. Signature Section: Space for signatures, dates, and witness details if required

What sections are optional to include in a Third Party Authorisation Form?

1. Data Protection Statement: Required when authorization involves access to personal data

2. Revocation Clause: Details how authorization can be withdrawn

3. Confidentiality Provisions: Obligations regarding confidential information

What schedules should be included in a Third Party Authorisation Form?

1. Schedule of Authorized Activities: Detailed list of specific actions/access being authorized

2. Identity Verification Documents: Copies of ID documents for both parties

3. Supporting Documentation: Any additional documents evidencing authority or capacity

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

Jurisdiction

England and Wales

Publisher

Genie AI

Document Type

Authorization Form

Sector

Banking

Cost

Free to use

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