Document Management
Keeping records so that connections remain clear.
Organised records.Clear connections.
Contracts, instructions and evidence form the basis of the mandate. We organise mandate-related documents and agree who may receive information and how changes are recorded.
Structured records
Mandate documents are clearly organised and easy to find.
Versions and approvals
Changes are recorded traceably.
Agreed access
We agree who may receive which information.
Takeover
Orderly intake of mandate-related documents.
Organisation
Structuring of contracts, instructions and evidence.
Access rights
Agreement on who may receive information.
Versioning
Changes are recorded traceably.
Handover
Coordinated provision of documents.
Clearly documented.
Documentation that makes the course of the mandate understandable for everyone authorised.
When this mandatemakes sense.
Some situations in which clients use this service. Is your matter different? Get in touch.
- 01
Contracts, instructions and evidence should be kept in one place.
- 02
Several parties need coordinated access to documents.
- 03
Versions and changes must remain traceable.
- 04
Documents are to be handed over at a defined point in time.
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