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Client Authorisation for Ireland

Client Authorisation Template for Ireland

A Client Authorization document governed by Irish law that establishes and defines the scope of authority granted by a client to another party to act on their behalf. This document complies with Irish contract law and relevant EU regulations, including GDPR requirements for data protection. It outlines the specific powers granted, duration of authority, conditions for revocation, and obligations of both parties. The authorization can be used for various purposes, from simple representation to complex financial or business dealings, and includes necessary safeguards and compliance measures required under Irish jurisdiction.

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What is a Client Authorisation?

The Client Authorization document is a crucial legal instrument used in Irish business and professional contexts where one party needs to formally delegate authority to another. This document is essential when a client needs to authorize a professional, institution, or representative to act on their behalf for specific purposes, whether for a single transaction or ongoing matters. The authorization must comply with Irish contract law, data protection regulations, and specific industry requirements where applicable. It should be used when clear documentation of delegated authority is needed, particularly in regulated industries or for significant transactions. The document typically includes detailed scope of authority, duration, revocation rights, and compliance with GDPR and other relevant regulations.

What sections should be included in a Client Authorisation?

1. Parties: Identification of the authorizing client and the authorized party, including full legal names and addresses

2. Background: Brief context explaining the purpose and nature of the authorization

3. Definitions: Key terms used throughout the authorization document

4. Scope of Authorization: Detailed description of the powers and activities being authorized

5. Duration: Period for which the authorization is valid, including start date and end date or conditions

6. Data Protection Consent: Specific consent for handling personal data under GDPR requirements

7. Client Obligations: Responsibilities and duties of the client in relation to the authorization

8. Authorized Party's Obligations: Responsibilities and duties of the party being authorized

9. Revocation: Process and conditions for revoking the authorization

10. Execution: Signature requirements and execution formalities

What sections are optional to include in a Client Authorisation?

1. Third Party Authorization: Include when the authorized party needs the ability to delegate authority to others

2. Financial Authorities: Include when authorization involves handling financial matters or transactions

3. Regulatory Compliance: Include when authorization relates to regulated activities requiring specific compliance measures

4. Confidentiality: Include when authorization involves access to sensitive business information beyond personal data

5. Insurance and Liability: Include when authorization involves high-risk activities or significant financial responsibilities

6. Emergency Provisions: Include when authorization needs to address emergency situations or incapacity

7. International Scope: Include when authorization extends to activities in multiple jurisdictions

What schedules should be included in a Client Authorisation?

1. Schedule 1 - Authorized Activities: Detailed list of specific activities and powers being authorized

2. Schedule 2 - Verification Documents: List of identity verification documents provided by the client

3. Schedule 3 - Contact Details: Complete contact information for all relevant parties and emergency contacts

4. Appendix A - Form of Revocation Notice: Template for formal revocation of the authorization

5. Appendix B - Data Processing Details: Specific details about personal data handling and processing activities

Authors

Alex Denne

Head of Growth (Open Source Law) @ Ƶ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Jurisdiction

Ireland

Publisher

Ƶ

Document Type

Authorization Form

Cost

Free to use
Relevant legal definitions


























Clauses




















Relevant Industries

Financial Services

Legal Services

Professional Services

Healthcare

Real Estate

Insurance

Banking

Investment Management

Corporate Services

Wealth Management

Trust Services

Property Management

Business Consulting

Relevant Teams

Legal

Compliance

Risk Management

Corporate Services

Client Relations

Operations

Administration

Business Development

Account Management

Professional Services

Trust Services

Relevant Roles

Legal Counsel

Compliance Officer

Risk Manager

Company Secretary

Business Development Manager

Client Relationship Manager

Operations Manager

Financial Advisor

Wealth Manager

Trust Officer

Corporate Services Manager

Legal Administrator

Professional Services Director

Compliance Manager

Account Manager

Industries







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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