The Authorization and Direction Letter is a crucial document in Canadian business and legal practice, used when one party needs to formally authorize another to act on their behalf or access specific information or resources. This document type is commonly employed in financial transactions, healthcare information releases, legal proceedings, and corporate matters across Canadian provinces and territories. It must comply with federal legislation such as PIPEDA for privacy protection, as well as provincial electronic commerce acts for digital execution where applicable. The letter typically includes specific details about the authorizing and authorized parties, the scope and duration of the authorization, and any conditions or limitations on the authority granted. Its formal nature makes it a preferred choice when clear documentation of authorization is required for legal or compliance purposes.
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1. Letter Date and Address Block: Full date and complete address details of both the sender and recipient
2. Subject Line: Clear identification of the letter's purpose (e.g., 'Authorization and Direction Re: [Specific Matter]')
3. Identification of Parties: Clear identification of the authorizing party and the party being authorized, including any relevant account numbers or reference numbers
4. Purpose Statement: Brief statement explaining why the authorization is being given
5. Scope of Authorization: Detailed description of exactly what actions are being authorized
6. Duration of Authorization: Specification of how long the authorization remains valid
7. Signature Block: Space for signature, printed name, and date of signing
1. Revocation Clause: Include when the authorization needs to be revocable, specifying how and when it can be revoked
2. Limitation of Liability: Include when the authorizing party wishes to limit liability of the authorized party
3. Privacy Consent: Include when personal information will be shared as part of the authorization
4. Multiple Authorizing Parties: Include when more than one party is providing authorization
5. Witness Requirements: Include when the authorization requires witness verification
6. Electronic Authorization Statement: Include when the authorization will be executed electronically
1. Identity Verification Documents: Copies of government-issued ID or other verification documents
2. Supporting Documentation: Any relevant documents that support or are referenced in the authorization
3. Proof of Authority: Documentation proving the authorizing party has the authority to grant the authorization (e.g., corporate resolution, power of attorney)
4. Terms and Conditions: Detailed terms and conditions if too lengthy to include in main letter
Authors
Relevant legal definitions
Clauses
Relevant Industries
Banking and Financial Services
Healthcare
Legal Services
Real Estate
Insurance
Government Services
Education
Corporate Services
Telecommunications
Utilities
Transportation
Professional Services
Relevant Teams
Legal
Compliance
Corporate Secretariat
Risk Management
Operations
Administrative Services
Document Control
Corporate Governance
Human Resources
Privacy Office
Relevant Roles
Legal Counsel
Compliance Officer
Corporate Secretary
Financial Advisor
Account Manager
Human Resources Manager
Privacy Officer
Operations Manager
Risk Manager
Administrative Director
Document Control Specialist
Corporate Governance Officer
Legal Administrator
Business Operations Manager
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