The Bank’s requirements for account holder(s) to authorise a representative to operate their bank account/update Savings Account passbook are set out below:
No. | Nature of Request | Applicability | Requirement | Standard Letter/Form to be Completed |
---|---|---|---|---|
1 |
Appointment of Mandatee* *Note: with valid reason and subject to Bank’s approval |
Personal/joint/sole-proprietorship/partnership Current Account. | Both the account holder(s) and the appointed mandatee(s) are required to be present with their identification document and complete the Bank’s standard form at Account Holding Branch. | |
2 | Appointment of third party to update Savings Account passbook. | Savings Account Only. |
The Savings Account holder(s)** is/are required to be present at branch with his/ her/ their identification document(s), the Savings Account passbook, photocopy of authorised third party’s identification document (if applicable) and complete the Bank’s standard authorisation letter. **Note: or his/her/their authorised representative |
Letter of Authorisation for Third Party to Update Savings Account Passbook
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3
|
Appointment of Authorised Person(s) to Confirm/Inquire Banking Transactions. | Non-individual Current Account i.e. sole-proprietorship, partnership, company, etc. |
For sole-proprietor and partnership Current Account, the Bank’s standard letter for Appointment of Authorised Person(s) to Confirm/Inquire Banking Transactions is to be signed by the sole-proprietor and all the partners accordingly. For company Current Account, the Bank’s standard letter is to be signed in accordance to the mandate of the Current Account. The Bank’s standard letter can be submitted by the account holder/account holder’s representative. |
Appointment of Authorised Person(s) to Confirm/Inquire Banking Transactions
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The relevant standard letter/form can be obtained from Customer Service Representative/ Ambassador/Officer’s counter or download via www.pbebank.com.my > Personal Banking > Banking > Deposit > General Notice > Authorisation of Representative to Operate Bank Account.
For more details, please do not hesitate to contact the Account Holding Branch.