03 / Fiduciary

Settlement


Bringing agreed steps to an orderly conclusion.

03Settlement

Orderly steps.A clear conclusion.

A settlement requires unambiguous conditions and an agreed sequence. We coordinate the steps defined in the mandate and record when the required documents and approvals are in place.

  • Process and conditions

    For every step it is defined what must be in place.

  • Coordination with parties

    We coordinate with the parties named in the mandate.

  • Documented execution

    Documents and approvals are recorded traceably.

  1. Conditions

    Review of the agreed conditions for each step.

  2. Coordination

    Alignment with the named parties.

  3. Approvals

    Recording of required documents and approvals.

  4. Execution

    Implementation in the agreed order.

  5. Completion

    Summary and orderly handover.

Your benefit

An orderly process.


Each step follows an agreed sequence – with traceable decisions through to completion.

Typical situations

When this mandatemakes sense.

Some situations in which clients use this service. Is your matter different? Get in touch.

  • 01

    A project consists of several interdependent steps.

  • 02

    Documents and approvals from various parties must come together.

  • 03

    The sequence of steps must be followed bindingly.

  • 04

    The process should end with an orderly handover.

Frequently asked

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.

The next step

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