Be PEXA ready - VOI & Client Authorisation in one step

[Chris_ZipID]

REMINDER. A fully signed copy of the CA Form is now included within ZipID PDF Reports.

ARNECC's updated Guidance Note released on 27 May 2017 reinforces the role and requirements for Client Authorisations (CA Forms).

Use of CA Forms in conjunction with VOI takes on increasing importance as the use of PEXA grows and alignment of state-based rules for paper and electronic dealings continues.

When your client provides a CA Form to our representative at the VOI appointment, we'll witness its signing and return the fully signed CA Form to you as part of the ZipID VOI Report (PDF format). This is all included as part of our VOI fee.
Here are some tips to ensure CA Form compliance:

1. The Form must be correctly filled out by you before your client signs with the client(s) name(s), either: (i) the specific conveyancing transaction (i.e. real property address), (ii) revocable standing authority, or (iii) batch of transactions, and your firm’s details.
2. When offering your clients the option of using an Identity Agent (e.g. ZipID), you should provide the client clear instructions to bring the CA Form with them to the VOI meeting for signing by your client at the meeting.
3. The Guidance Note recommends you counter-sign the CA Form when you conduct the VOI or your Identity Agent (e.g. ZipID Pty Ltd) counter-sign when we conduct the VOI. If the CA Form is signed by ZipID, the conveyancer or lawyer does not also need to sign the CA Form.
4. The Client Authorisation Form must be in the approved format. This is available on the ARNECC website along with a helpful Guidance Note and FAQs.
5. A copy of the fully signed CA Form should be retained by you for 7 years. The Guidance Note confirms an electronic copy can be retained rather than the wet-inked original. ZipID VOI Reports include the signed CA Form as part of the single PDF Report you can download and save to your file or retrieve at any time using the ZipID portal.

If you have any questions please feel free to get in touch with ZipID on 1300 073 744 or support@zipid.com.au.

Watch our video on how ZipID work here: https://vimeo.com/174294605

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[DMc]

Hi @Chris_ZipID.

Would also like to have some clarity on;

Does a Standing Authority (with an expiry date), Client Authorisation Form need to specify each and every Property address?

[Chris_ZipID]

Hi @DMc

Great question! When your Client Authorisation has been set up as a Standard Authority you do not need to complete any property address details - you can leave this blank. You will need to select the type(s) of conveyancing transaction(s) that you are seeking authorisation,

Another tip - where appropriate, set your expiry date for at least two years so it's valid for the life of your VOI. That way you won't need to repeat one without the other.

I hope that answers your question?

Thanks,

Chris from ZipID

[DMc]

Thanks, @Chris_ZipID.

Would you happen to have/know of any direction or confirmation from ARNECC on this?

[Chris_ZipID]

Hi @DMc

The easiest reference from ARNECC is located on the Client Authorisation itself. Listed under the Specific Authority it asks you to "set out the conveyancing transaction details below" and under Standing Authority it asks you to "tick relevant conveyancing transactions below".

If your current copy doesn't have that, you can find the revised here: https://www.arnecc.gov.au/__data/assets/pdf_file/0007/698434/Client_Authorisation_Form_Version_4.pdf

Cheers,

Chris from ZipID

[DMc]

Thanks, @Chris_ZipID.

That link seems to be broken ATM. However, found this merely for others to reference... 

https://www.arnecc.gov.au/publications/forms

https://www.arnecc.gov.au/__data/assets/pdf_file/0007/698434/Client_Authorisation_Form_Version_4.pdf