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As a manager, if you lack the time to personally visit the bank for transactions, you can delegate your employees to conduct them on your behalf. However, you need to provide them with a Letter of Introduction to the bank. Below is the guideline for writing a Letter of Introduction to the bank for your reference.
Specific and Detailed Instructions for Completing the Bank Introduction Letter
How to Draft a Bank Introduction Letter
* To whom it may concern (insert the name of the bank)
* My name is (clearly state the full name of the authorized person)
* ID/Passport number ... date of issue ... place of issue (the number on the front side of the ID card or on the passport of the authorized person, the date of issue, and the place of issue will be recorded on the back side of the ID card)
* Permanent address: (As per household registration book)
* Being the account holder of the business household: (record the business account number)
* Business Registration Certificate number ... Date of issuance ... Place of issuance (record the number, place, and date of issuance of the business registration certificate)
* Being the owner of payment accounts, savings cards, gold certificates, and promissory notes:
* Account opened at the bank: (write the name of the Bank)
* I consent to authorize:
* Mr./Ms.: (write the full name of the authorized individual)
* ID/Passport number: (write the ID number, date of issuance, and place of issuance of the authorized individual)
* Permanent address (write the permanent address of the authorized individual as per the household registration book)
A. FOR PAYMENT ACCOUNT B. FOR CARD
1. [ ] Authorized to use up to a maximum amount per transaction: (specify the transaction amount)
2. [ ] Authorized to issue cheques up to a maximum amount per transaction: (specify the transaction amount)
3. [ ] Authorized to withdraw principal and interest amounting to: (specify the transaction amount)
4. [ ] Other authorization contents (specify other contents you wish to authorize)
* Duration: From ... to ... (specify the duration)
With the guidance provided above, do you now know how to write a bank introduction letter? Remember, the introduction letter is accepted if it bears the signature of the leader and clearly states the purpose of the employee.
