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Third Party Authorisation Form Template for England and Wales

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Key Requirements PROMPT example:

Third Party Authorisation Form

"I need a Third Party Authorisation Form to allow my accountant to handle all tax-related matters and financial transactions on behalf of my UK-based tech startup from January 2025 to December 2025, with specific provisions for accessing company bank accounts and filing tax returns."

Document background
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.
Suggested Sections

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

Optional Sections

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 Revocation Clause: Details how authorization can be withdrawn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

Suggested Schedules

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) @ tiktok³ÉÈ˰æ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

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Relevant Industries
Relevant Teams
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Industries

Data Protection Act 2018 and UK GDPR: Core legislation governing personal data processing, including requirements for data sharing, data subject rights, lawful basis for processing, and fundamental data protection principles

Mental Capacity Act 2005: Legislation ensuring the person giving authorization has mental capacity to do so, covering requirements for valid consent and principles of best interests decision-making

Power of Attorney Act 1971: Legislation governing delegation of legal powers, including scope and limitations of delegated authority in authorization contexts

Financial Services and Markets Act 2000: Regulatory framework for financial services and regulated activities, including requirements for financial authorizations

Consumer Rights Act 2015: Legislation protecting consumer interests, ensuring fairness of terms in authorization agreements involving consumer services

Electronic Communications Act 2000: Legislation governing electronic execution of documents, including requirements for valid electronic signatures

Common Law Principles: Fundamental legal principles including agency law, contract law basics, and principles of authority and delegation

Equality Act 2010: Legislation ensuring accessibility and preventing discrimination in the authorization process

Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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