Get Please Use This Mandate To Appoint Partners And Other Individuals As Authorised Signatories To Deal

Filling out the Please Use This Mandate To Appoint Partners And Other Individuals As Authorised Signatories To Deal is a straightforward process that allows partnerships to designate authorized signatories for banking purposes. This guide will walk you through each section of the form and provide essential tips for a smooth completion.

Follow the steps to fill out your mandate accurately.

1. Click ‘Get Form’ button to access the form and open it for editing.
2. In section 1, provide the full partnership name. If there is a trading name, enter that; otherwise, list the names of all partners.
3. Move to section 2 to specify the application to accounts. Choose either section 2.1 to apply to all existing and future accounts or section 2.2 for specific accounts only. Fill in the account numbers and sort codes as applicable.
4. Section 3 outlines the authority granted to the signatories. Review the responsibilities and choose appropriate signatories based on the signing rules outlined.
5. In section 4, detail the signing rules for the accounts. Indicate whether one or two authorized signatories are required, and specify limitations if any.
6. Complete section 5 by having all partners and intended signatories sign. Ensure any unused boxes are crossed through, and provide any designations required.
7. In section 6, certify the mandate by signing, providing a contact number, and ensuring all corrections are initialed.
8. Once all sections are filled out correctly, save your changes. You can then download, print, or share the form.

Complete your mandates online to ensure a seamless banking experience.