Special Mandates
A clear framework for a particular fiduciary task.
Particular tasks.A clear framework.
Some tasks do not fit a standard process. We assess the specific situation and agree the purpose, parties, duration and completion of an individually defined fiduciary mandate.
Assessment of the task
We clarify the starting point and the requirements.
Individual mandate framework
Purpose, parties and duration are agreed specifically.
Defined completion
Completion and handover steps are fixed from the outset.
Assess the task
Classification of the specific situation.
Clarify parties
Who is involved and who decides?
Agree the framework
Record purpose, duration and authority.
Execution
Implementation within the defined scope.
Completion & handover
Orderly conclusion of the mandate.
Tailored precisely.
Collaboration tailored to the task, with clearly defined responsibility.
When this mandatemakes sense.
Some situations in which clients use this service. Is your matter different? Get in touch.
- 01
Your task does not fit a standard process.
- 02
A particular situation calls for a neutral party.
- 03
The purpose and duration of the mandate are clearly limited.
- 04
You want an individually agreed framework.
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