Add mandate characteristics

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Purpose of the screen

On this screen, you can modify all the characteristics of a mandate.

Possible actions

Click on "Modify" to modify a characteristic of the mandate:

  • "Mandate type": choose whether the mandate holder has a power to sign or only consulting/encoding rights.
  • "Power to sign": choose one of the options offered. If applicable, indicate the other mandate holders who are authorised to sign.
  • "Transaction limit": indicate the maximum amount for which the mandate holder is authorised to sign.
  • "Beneficiaries": indicate whether the mandate holder is authorised to perform transactions in favour of only a defined list of beneficiaries.

Not all combinations are permitted; therefore the "Modify" buttons may not be active depending on your choices.