The Client Authorisation Form is a crucial document used in Irish business practices when a service provider needs formal permission to act on behalf of a client. This document is particularly important in regulated industries where clear authorization trails are required for compliance purposes. The form typically includes comprehensive client identification details, specific authorizations granted, data protection provisions aligned with GDPR requirements, and duration of the authority. It serves as a protective measure for both parties by clearly delineating the scope of authorized activities and responsibilities. The Client Authorisation Form must comply with Irish legal requirements, including the Consumer Protection Act 2007, Electronic Commerce Act 2000, and relevant industry-specific regulations.
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1. Client Details: Full legal name, address, contact information, and any registration numbers of the client giving authorization
2. Service Provider Details: Full legal name, address, and registration details of the company/individual being authorized
3. Scope of Authorization: Clear description of the specific activities, transactions, or services being authorized
4. Duration of Authority: Specification of the time period for which the authorization is valid
5. Data Protection Declaration: GDPR-compliant statement about how personal data will be collected, used, and stored
6. Client Acknowledgment: Confirmation that the client understands the nature and extent of the authorization being granted
7. Execution: Signature blocks, date, and witness sections if required
1. Third Party Authorization: Additional section when authority needs to be extended to specific third parties or subsidiaries
2. Special Instructions: Section for any specific conditions, limitations, or special requirements for the authorization
3. Electronic Communications Consent: Optional section for consent to receive communications electronically
4. Risk Acknowledgment: Required when the authorized activities involve financial or high-risk services
5. Revocation Process: Details about how the authorization can be revoked, included when the authorization is for a longer term
1. Schedule 1 - Authorized Services: Detailed list of specific services or activities being authorized
2. Schedule 2 - Fee Schedule: If applicable, breakdown of any fees associated with the authorized services
3. Appendix A - Required Documentation: List of supporting documents required for verification and compliance
4. Appendix B - Privacy Notice: Detailed GDPR-compliant privacy notice explaining data processing practices
Relevant legal definitions
Authorised Activities
Authorised Period
Business Day
Client
Confidential Information
Data Protection Laws
Electronic Communication
GDPR
Personal Data
Representatives
Services
Service Provider
Territory
Working Hours
Authorised Person
Fee Schedule
Force Majeure Event
Intellectual Property Rights
Notice
Regulatory Requirements
Third Party
Verification Documents
Authorised Period
Business Day
Client
Confidential Information
Data Protection Laws
Electronic Communication
GDPR
Personal Data
Representatives
Services
Service Provider
Territory
Working Hours
Authorised Person
Fee Schedule
Force Majeure Event
Intellectual Property Rights
Notice
Regulatory Requirements
Third Party
Verification Documents
Clauses
Scope of Authority
Duration of Authority
Data Protection
Confidentiality
Client Obligations
Service Provider Rights
Revocation Rights
Electronic Communications Consent
Governing Law
Privacy Notice
Third Party Authorization
Liability Limitations
Client Acknowledgments
Document Retention
Anti-Money Laundering Compliance
Communication Methods
Verification Requirements
Termination Rights
Amendment Provisions
Force Majeure
Duration of Authority
Data Protection
Confidentiality
Client Obligations
Service Provider Rights
Revocation Rights
Electronic Communications Consent
Governing Law
Privacy Notice
Third Party Authorization
Liability Limitations
Client Acknowledgments
Document Retention
Anti-Money Laundering Compliance
Communication Methods
Verification Requirements
Termination Rights
Amendment Provisions
Force Majeure
Relevant Industries
Financial Services
Legal Services
Professional Services
Healthcare
Real Estate
Insurance
Banking
Investment Management
Tax Advisory
Corporate Services
Wealth Management
Property Management
Relevant Teams
Legal
Compliance
Client Services
Operations
Risk Management
Business Development
Account Management
Regulatory Affairs
Data Protection
Customer Relations
Relevant Roles
Compliance Officer
Legal Counsel
Client Relationship Manager
Account Manager
Financial Advisor
Business Development Manager
Risk Manager
Operations Manager
Company Secretary
Data Protection Officer
Client Services Director
Regulatory Affairs Manager
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