Client Authorisation Form

Client Authorisation Form Template for New Zealand

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Key Requirements PROMPT example:

"I need a Client Authorisation Form for my Auckland-based law firm that allows clients to authorize us to handle their property transactions and includes electronic signature capabilities, with standard privacy clauses and AML compliance requirements."

Document background

The Client Authorisation Form is a critical document used in New Zealand's professional services industry when a client needs to formally delegate authority to a professional or firm to act on their behalf. This document is essential for establishing clear parameters of the authorized relationship and ensuring compliance with New Zealand's regulatory requirements, including the Privacy Act 2020, Contract and Commercial Law Act 2017, and where applicable, the Anti-Money Laundering and Countering Financing of Terrorism Act 2009. The form typically includes comprehensive client identification details, explicit scope of authority, duration of the authorization, privacy statements, and necessary declarations. It serves as a protective measure for both the client and the service provider by clearly documenting the extent and limitations of the authorized powers.

Suggested Sections

1. Client Details: Full legal name, contact information, and other identifying details of the client

2. Agent/Professional Details: Details of the professional or firm being authorized to act

3. Scope of Authority: Clear description of what actions and decisions the client is authorizing

4. Duration of Authority: Timeframe for which the authorization is valid

5. Privacy Statement: How client information will be collected, used, stored and shared

6. Client Obligations: What the client must do to enable the authorization to function

7. Declaration and Signature: Client's confirmation of understanding and agreement to the authorization

Optional Sections

1. AML/CFT Verification: Additional section for services requiring Anti-Money Laundering verification of client identity

2. Third Party Authorization: Section to include when client wishes to authorize additional parties to act on their behalf

3. Electronic Communications Consent: Optional section for clients to consent to receiving communications electronically

4. Specific Transaction Details: For authorizations related to specific transactions or matters

5. Fee Acknowledgment: Section detailing fee structure and payment terms when relevant to the authorization

6. Termination Provisions: Detailed provisions about how the authority can be terminated by either party

Suggested Schedules

1. Schedule 1 - Identification Documents: List of acceptable identification documents and copies of those provided

2. Schedule 2 - Scope of Services: Detailed breakdown of authorized services and activities

3. Appendix A - Terms and Conditions: Full terms and conditions governing the authorization

4. Appendix B - Privacy Policy: Detailed privacy policy and information handling procedures

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok��˰� | 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

Legal Services

Financial Services

Real Estate

Accounting

Tax Advisory

Insurance

Property Management

Investment Services

Business Consulting

Corporate Services

Relevant Teams

Legal

Compliance

Risk Management

Client Services

Operations

Administration

Corporate Services

Professional Services

Business Development

Document Management

Relevant Roles

Lawyer

Financial Advisor

Real Estate Agent

Accountant

Tax Consultant

Compliance Officer

Legal Secretary

Practice Manager

Client Services Manager

Risk Manager

Business Development Manager

Operations Manager

Professional Services Director

Corporate Services Manager

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