Financial Management Authorization Letter

Carmela Herman
789 Coastal Avenue
Bay City, BC 45678
Email: [email protected]
Phone: (555) 678-1234
Date: October 15, 2023

Bay City Financial Services
123 Finance Street
Bay City, BC 45679

Dear Sir/Madam,

I, Carmela Herman, residing at 789 Coastal Avenue, Bay City, BC, do hereby authorize Maxwell Jennings, my financial advisor, of Jennings Wealth Management, located at 456 Investment Lane, Bay City, BC, to act on my behalf in all manners relating to my financial affairs, including but not limited to, managing my investment portfolio, making deposits and withdrawals, and executing buy or sell orders.

This authorization includes access to all necessary financial documents and information pertaining to my accounts under your management. Mr. Jennings is further authorized to receive account statements, correspond with your representatives, and provide instructions regarding account adjustments or transfers.

Please note that this authorization is to remain in full effect until formally revoked in writing. I expect all actions taken by Mr. Jennings on my behalf to be treated with the same regard and confidentiality as if they were my own.

I appreciate your cooperation and attention to this authorization. Should you require any additional information or verification, please do not hesitate to contact me directly at the phone number or email address provided above.

Thank you for your assistance in this matter.



Carmela Herman

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