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Get Third Party Authority Form - Bell Potter Securities
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How to fill out the Third Party Authority Form - Bell Potter Securities online
Completing the Third Party Authority Form for Bell Potter Securities is essential for granting authorization to another individual to manage your account. This guide provides clear, step-by-step instructions to ensure you fill out the form correctly and efficiently.
Follow the steps to complete the form online:
- Press the ‘Get Form’ button to access the Third Party Authority Form and open it in your preferred online editor.
- Fill in the date on which you are completing the form. Ensure that the format is consistent with the requirements specified.
- Provide your full name and the address where you reside, ensuring all fields are accurately completed.
- Enter your account name and account number associated with Bell Potter Securities, confirming this information is correct.
- Indicate the name of the person you authorize in the section labeled 'I/We hereby authorise'. Make sure to provide the full name of the third party.
- Have the authorized person sign the form. They must also provide their relationship to you, the account holder, in the space provided.
- If applicable, complete the third party contact details section, including their business number, home number, mobile number, facsimile number, and email address.
- Review the important information section regarding the policy of Bell Potter. Ensure that the third party meets the criteria before finalizing the authorization.
- Confirm that all signatures are collected and that the form is verified for authenticity.
- Once completed, you can save the changes, download the form, print it or share it as needed.
Complete your documents online with confidence today!
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