Knowing from the startwhat comes next.
A good process makes collaboration easier. Together with you, we agree the steps, responsibilities and information channels – tailored to your mandate.
A clear process.For every mandate.
Whether fiduciary or escrow: every step has a defined result you can rely on.
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01
Introduction
Understanding your matter
You describe the task, the parties involved and your timeframe. We clarify the situation and assess together whether, and under which conditions, Valoris can take on the mandate.
The resultA shared understanding of the task.
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02
Defining the mandate
Agreeing the framework
We record the purpose, scope, authority and responsibilities – including information channels, dates, release conditions and the requirements for completion. The agreed scope forms the basis of our offer.
The resultA traceable mandate agreement.
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03
An orderly start
Preparing the takeover
After the legally required identification of all parties, documents and instructions are taken over in an orderly way. We agree who provides information, who grants approvals and which conditions must be met before execution.
The resultA coordinated process with named parties.
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04
Ongoing support
Executing the mandate
Valoris carries out the agreed tasks and documents key steps. In the agreed reports, you receive information on the status, open items and upcoming decisions.
The resultTransparency throughout the collaboration.
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05
Completion & handover
Closing properly
At the end, we resolve open items, summarise the execution and agree the handover of relevant documents or the release of deposited assets. For ongoing mandates, we review further needs regularly.
The resultAn orderly handover and a clear conclusion.
Two parties.One neutral party.
In an escrow mandate, Valoris stands between the parties. Deposited assets are released only once the agreed conditions have been verifiably met.
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Party A
01Deposit
Money, rights or documents are deposited with Valoris.
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Valoris
02Review
We check whether the agreed evidence is available.
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Party B
03Release
Release to the recipient – or return as agreed.
You keepthe overview.
Reports and coordination follow your task. We make visible which steps have been completed, which decisions are still needed and what happens next.
- Direct – named contacts
- Coordinated – agreed approval channels
- Traceable – documented steps
- Regular – reports as agreed
A few details.A solid foundation.
You do not need complete documentation for our introduction. This information helps us with the initial assessment.
Describe your matter- 01
What should the mandate achieve?
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Which fiduciary tasks would you like to transfer – or what should be deposited?
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Who is involved and who is your contact person?
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Are there already documents or agreements?
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Which dates or dependencies are relevant?
When somethingchanges.
Adjustments need a clear framework, too.
How do I know where my mandate stands?
We agree a suitable frequency and scope for status reports. They summarise completed steps, open items and upcoming decisions.
What happens if my mandate changes?
We discuss the change and its impact on tasks, dates and responsibilities. Extensions are agreed and documented before they become part of the execution.
How are fees agreed?
The effort depends on the scope, duration and coordination required for the mandate. We discuss these points before accepting the mandate and set out the fee in the offer or mandate agreement.
Your matter deserves a personal conversation.
Tell us about your project. Together we will define the right mandate framework – by phone at +49 30 921 06 105 or by email.
Discuss your mandate No-obligation introduction