The Authorized Representative Form is a crucial legal instrument in Canadian business and personal affairs, designed to formally delegate authority from one party (the principal) to another (the representative). This document becomes necessary when an individual or organization needs someone to act on their behalf in specific matters, such as financial transactions, government dealings, or business operations. It must comply with Canadian federal legislation, including PIPEDA for privacy considerations, and provincial requirements for document authentication and execution. The form typically includes comprehensive details about both parties, specific powers granted, duration of authority, and any limitations, making it a vital tool for establishing clear authorization parameters while protecting all parties' interests. The document's structure accommodates both general and specific authorizations, making it adaptable for various business and personal situations while maintaining legal validity across Canadian jurisdictions.
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1. Principal Information: Full legal name, address, and contact information of the person/entity granting authority
2. Representative Information: Full legal name, address, and contact information of the person/entity being authorized to act as representative
3. Scope of Authority: Detailed description of the powers and authorities being granted to the representative
4. Duration of Authority: Specification of the time period for which the authorization is valid
5. Responsibilities and Obligations: Key duties and obligations of the representative when acting on behalf of the principal
6. Revocation Clause: Terms under which the authority can be revoked and the process for revocation
7. Signature and Witness Requirements: Execution requirements including spaces for signatures, dates, and witness information
1. Substitute Representative: Section designating an alternate representative in case the primary representative becomes unavailable
2. Compensation: Terms of any payment or compensation to be provided to the representative, if applicable
3. Specific Restrictions: Any specific limitations or restrictions on the representative's authority
4. Indemnification: Provisions regarding the principal's obligation to indemnify the representative for authorized actions
5. Governing Law: Specific provincial law governing the authorization, particularly important for inter-provincial matters
6. Digital Authorization: Provisions for electronic execution and digital representation when applicable
1. Schedule A - Specific Powers: Detailed list of specific powers and authorities granted to the representative
2. Schedule B - Authorized Matters: List of specific matters, accounts, or transactions for which the authorization applies
3. Appendix 1 - Identity Verification: Copies of required identification documents for both principal and representative
4. Appendix 2 - Certificate of Independent Legal Advice: If required, confirmation that parties received independent legal advice
Relevant legal definitions
Clauses
Relevant Industries
Financial Services
Healthcare
Real Estate
Legal Services
Manufacturing
Retail
Technology
Transportation
Education
Government Services
Insurance
Telecommunications
Import/Export
Professional Services
Non-Profit Organizations
Relevant Teams
Legal
Compliance
Human Resources
Finance
Operations
Administrative Services
Risk Management
Corporate Secretariat
Business Development
Procurement
International Trade
Customer Service
Relevant Roles
Chief Executive Officer
Chief Financial Officer
Legal Counsel
Compliance Officer
Human Resources Director
Operations Manager
Business Development Manager
Account Executive
Corporate Secretary
Risk Manager
Administrative Assistant
Property Manager
Financial Advisor
Insurance Agent
Tax Specialist
Procurement Manager
Import/Export Coordinator
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