12-01-2018 10:20 AM - edited 12-01-2018 10:22 AM
This isnt so much a question but something that I have been asked by many of our staff when completing the Client Authorisation form so it might help others as well.
Do I need to get Authorisation from the client for every property on the form and list all the volume/folios?
When completing the client Authorisation form, it is not a requirement to list ALL the properties - but the form should describe what is covered by a batch authority so there is no ambiguity.
on 16-03-2018 05:55 PM
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?
on 19-03-2018 08:02 AM
The keyword I always remember when dealing with the CAF is ambiguity. Try to reduce any Ambiguity so in these kinds of cases I would potentially go with the Batch authority rather then specific and then provide the following as well (no reason why you cant also attach something for a standing authority though):
• for a batch of transactions, in which case details of the transactions the batch authority is intended to cover should be attached.
Also, Question 10 of the CAF Guidance note provides some more detailed information saying:
Q10: Does a batch authority need to list individual properties or can it reference a subdivision?
A10: It is up to the Client and the Representative to agree how best to describe what is covered by a batch authority so that there is no ambiguity. For example, if using the PDF form, particular transaction types could be ticked on the front page of the Client Authorisation form and details of the land affected annexed. Alternatively, if using the Client Authorisation Smartform, all the details must be set out in the attachment.