POWER OF ATTORNEY (INDIVIDUAL) - Julius Baer 2025

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by entering your name and details in the designated fields. Ensure you specify whether you are a Resident, Non-Resident, or other classifications as indicated.
  3. In the section regarding account details, fill in the specifics of your Client Broker Account and Bank Account. This includes providing the bank name and account numbers as required.
  4. Review the powers being granted to JBWA carefully. Each power is listed clearly; ensure you understand what each entails before proceeding.
  5. Sign and date the document where indicated. If there are multiple account holders, ensure all signatures are collected.
  6. Finally, save your completed document and consider downloading it for your records or sharing it directly with JBWA through our platform.

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Yes. You can give Powers of Attorney to two or more people at the same time, or you can name a second agent to take over under specified circumstances (such as the death of the first agent).
Our clients typically entrust us with a minimum of EUR 2 million in investible assets or the equivalent in local currency.
You cannot get a power of attorney when someone is no longer considered of right mind. The person or family member must petition the probate court to become the guardian or conservator over this person and their affairs in order to make legal decisions on their behalf.
0:13 2:40 And a notary depending on the states. Laws. If everything is in order the bank should accept theMoreAnd a notary depending on the states. Laws. If everything is in order the bank should accept the document within the specified time frame.
Opening an account for individuals and legal entities is free of charge.
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