Control & Reporting
An overview of status, next steps and open items.
A clear overview.At the right time.
We agree with you which information you need and how often. Reports summarise completed tasks, pending decisions and the next steps.
Status reports as agreed
Frequency and scope follow your mandate.
Open items and deadlines
You see what is due and when your decision is needed.
Evidence of mandate steps
Key steps are documented and traceable.
Set the rhythm
Which information do you need – and when?
Record status
Completed tasks are recorded continuously.
Open items
Overview of deadlines and next steps.
Decisions
Pending approvals are presented in good time.
Report
A clear summary of the mandate.
Always informed.
You know where the mandate stands and when your decision is needed.
When this mandatemakes sense.
Some situations in which clients use this service. Is your matter different? Get in touch.
- 01
You want to follow the status of a mandate regularly.
- 02
Deadlines and open items need to be kept in view.
- 03
Decisions should be prepared and presented in good time.
- 04
You need evidence for third parties such as shareholders or investors.
Good to know.Before you start.
How is the scope of a mandate defined?
Before we start, we jointly record the purpose, tasks, authority and responsibilities. The term, reporting lines and conditions for completion are also part of the agreement.
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.
Fiduciary services
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