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Authority to Transact

Authority to Transact

Please complete form to appoint an individual with the legal capacity to act as your authorised representative (agent) to operate your Jaggards account on your behalf. For information on what this appointment means, please refer to Jaggards Bullion Terms of Business available on our website.

1. Trading Account Details

2. Authorised Operating Agent Details

Australia’s Anti-Money Laundering and Counter-Terrorism Financing (“AML/CTF”) legislation obliges us to collect identification information and documentation about your authorised representative (agent). Jaggards may be prevented by AML/CTF legislation to process your representative’s investment instructions without the required information and documentation.
Name
dd-mm-yyyy
Address
Please provide a scanned copy of 2 of the following documents for each individual you wish to add as an operating agent for your account.
 
  • Passport
  • Drivers license
  • Medicare Card
NB: If you are submitting a Passport as one of the proofs of identification, you must also provide a supporting document with your residential address. This can be a utility bill or bank statement.
Click or drag files to this area to upload. You can upload up to 5 files.
Upload all the identification documents

3. Declaration and Signatures – Representatives

I declare I am the authorised representative (agent) named above and confirm the details in Section 2 are true and correct.
Clear Signature
Witness to Representative’s Signature (must be a third party, i.e., not account holder or authorised representative)
Name
Clear Signature

Terms and Conditions

I/We being the Account holder(s) appoint the individual nominated in Section 2 as my/our authorized representative (agent) and agree to be bound by the following Terms and Conditions:
 
• I/We warrant that my/our nominated authorised representative (agent) is older than 18 years of age.
• I/We acknowledge and agree that I/we am/are bound by all acts of my/our authorised representative (agent) including:
a) signing or otherwise authorising an application to purchase.
b) preparing, signing, and lodging or otherwise communicating a request to transfer, store, purchase or sell metal;
c) directing payment of any amount representing the sale or purchase of my/our metal or otherwise a request to cancel my/our account;
d) obtaining information about my/our investment and;
e) directing Jaggards to send all notices, reports, metal and other material to the authorized representative (agent) on my/our behalf.
 
• I/We understand that the exercise of any of the powers by my/our authorised representative (agent), or a person reasonably believed by Jaggards to be my/our authorised representative (agent), will be treated as if I/we (account holder) had personally exercised those powers.
• I/We understand that my/our authorised representative (agent) does not have the power to appoint another or different authorised representative (agent) to act on my/our behalf.
• I/we indemnify Jaggards from and against all losses, liabilities, actions, proceedings, claims and demands arising from instructions that Jaggards receives from my/our authorised representative (agent) whether or not my/our authorised representative (agent) was acting as authorised by me/us.
• I/We agree to provide Jaggards with an original signed instruction to cancel my/our appointment of an authorised representative (agent).
• I/We understand that this appointment by me/us will be additional to any previously authorized representative (agent), unless notified in writing.
• Jaggards reserves the right not to accept an instruction from my/our authorised representative (agent).
 
All account holders are required to sign below:
(If client is a company, two directors (or a director and company secretary) must sign (unless a sole director and company secretary); if client is a Trust, all Trustees mush sign.)
Please Confirm

Account Holder (1) Signature

Name
Clear Signature

Account Holder (2) Signature

Name
Clear Signature

Account Holder (3) Signature

Name
Clear Signature

Account Holder (4) Signature

Name
Clear Signature

5. IDENTIFICATION DOCUMENTS

AML/CTF legislation obliges us to collect identification document(s) and other supporting information
from a representative (agent) acting on behalf of a Client.
 
• Please provide all identification documents in the proper form otherwise we will not be able to process your request in 2(a) and (b).1
 
• Please do not send original documents as we cannot guarantee their return and do not accept any responsibility for lost documents.

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