Fiduciary Mandates
Taking responsibility. Keeping the mandate in view.
A clear mandate.Personally accountable.
Every engagement starts with a clear mandate. Together we record which tasks Valoris takes on, which decisions remain with you and how execution is documented.
Purpose and scope
We record what should be achieved and what we take on.
Authority and responsibilities
Clearly defined: who decides and which approvals are needed.
Term and reporting lines
Agreed in advance: when we report and which steps come next.
Mandate & purpose
What should be achieved – and what do we take on?
Authority
Who may decide and which approvals are needed?
Information & dates
When do we report and which steps are due?
Execution
Implementation within the agreed framework.
Completion & handover
When is the mandate fulfilled and what do you receive?
A shared foundation.
A mandate framework all parties can refer to – from the first conversation to an orderly handover.
When this mandatemakes sense.
Some situations in which clients use this service. Is your matter different? Get in touch.
- 01
You want to entrust a task to a neutral, accountable party.
- 02
Several parties need a shared, binding foundation.
- 03
Decision-making authority and approvals need clear rules.
- 04
Execution must be fully documented.
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