Free Professional Investor Representative Letter Template
Professional Investor Representative Letter
November 6, 2050
Senior Investment Manager
TechEssa
Little Rock, AR 72201
Dear Mr. Green,
I, [Your Name], hereby authorize Alfonso Jewel, holding the position of Senior Financial Advisor at TechEssa, to act as my representative in all matters related to the management of my investment portfolio.
Scope of Authorization:
This authorization grants Alfonso Jewel the authority to make investment decisions, execute trades, and manage my financial assets on my behalf. The representative is also authorized to receive and respond to all communications regarding my investments, including providing necessary documents, signing agreements, and undertaking any actions as required in managing my portfolio.
This authorization is effective from November 6, 2050, until November 6, 2051, or until revoked in writing by me. The representative is authorized to act within the scope of my financial goals and risk tolerance, as previously outlined.
Terms and Conditions:
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The representative is required to keep me informed of all investment actions and decisions made on my behalf.
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Any changes in the investment strategy or portfolio allocation must be approved by me in writing.
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The representative must comply with all applicable legal and regulatory requirements when making investment decisions.
Please consider this letter as formal authorization for Alfonso Jewel to act on my behalf regarding the management of my investment portfolio.
Should you have any questions or require further verification, please do not hesitate to contact me at 222 555 7777 or [Your Email].
Thank you for your attention to this matter.
Sincerely,
[Your Name]
November 6, 2050
Witness (if required):
Dahlia White
November 6, 2050
Notary Section (if required):
State of Illinois
County of Sangamon
Subscribed and sworn before me on November 6, 2050,
Erica Price
Notary Public
My Commission Expires: July 15, 2056
