Client Authorisation Form

[EmilyBilling]

On this page, we'll help you obtain a Client Authorisation Form.

For each PEXA transaction, the practice must obtain a Client Authorisation Form signed by the Client or Client Agent (e.g. an attorney).

The signed copy of the form must remain on file (either electronically or otherwise) throughout the lifecycle of your matter (including the obligation to retain for 7 years post completion).

Decide when this will be provided to clients (e.g. posted out with the engagement letter or handed to client in interview at the time of VOI)?

You can download a copy of the Client Authorisation Form by visiting the ARNECC website at http://www.arnecc.gov.au/publications

If you are a Subscriber that is a Representative, you must:

1. use the Client Authorisation Form for any Client Authorisation you enter into; and
2. except for Caveats and Priority/Settlement Notices you must enter into a Client Authorisation with your Client before the Subscriber Digitally Signs any Document; and
3. comply with the Client Authorisation; and
4. take reasonable steps to verify the authority of each Person entering into a Client Authorisation.

The below is an example of a completed Client Authorisation Form taken from MPR Guidance Note #1 – Client Authorisation Version 0.7 (draft) - 05/01/2015 which can be found on the ARNECC website here.

[carlfortu]

Hi Emily.

Let me add that there are three files types of the Client Authorisation Form to make it easier for a practitioner and their clients to fill in, sign, send and store. You can find them here: Forms - ARNECC

1. Client Authorisation Version 3 Smartform (Interactive PDF):This is an interactive version to assist preparing and printing a tailored Client Authorisation form for signing by the transacting party or parties being represented in a conveyancing transaction.

2. Client Authorisation Version 3 Flatform (PDF): This is a standard version of the Client Authorisation form for printing and signing by the transacting party or parties being represented in a conveyancing transaction.

3. Client Authorisation Version 3 Flatform (MS Word): This is a standard version of the Client Authorisation form for integrated use in Subscriber documentation systems.

Regards, Carl.

[jgusew]

Just a tip in regards to the smartform, once you complete it. You should print it in order to see all the terms and signing sections.