Authorisation to Release Account Information

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About this template:

This particular legal document or agreement can be used to assist you in articulating the terms that grants authority to release account information to a financial advisor. To see other legal documents that you may be interested in visit


RE: AUTHORISATION TO RELEASE ACCOUNT INFORMATION TO FINANCIAL ADVISER Dear [CONTACT NAME] This letter is to acknowledge that you are hereby authorised to release to [NAME OF INDIVIDUAL OR COMPANY] all banking information requested by [THEM/ IT] relating to our Account No. [ACCOUNT NUMBER]. To ensure efficiency we will also give [YOUR NAME] as a reference to the abovementioned [INDIVIDUAL OR COMPANY]. We thank you in advance for your cooperation. Should you have any question please do not hesitate to contact us.


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  • 1.0.0 Version
  • 32 Download
  • 17.38 KB File Size
  • 1 File Count
  • January 1, 2018 Create Date
  • January 1, 2018 Last Updated
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