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FNB Securities Head Office: 4 Merchant Place 1 Freeman Drive Sand ton 2196 PO Box 3359 Parkland 2121 insecurities FNB.co.ZA www.fnbsecurities.co.za Dealing Desk: +27 11 282 8734 0800 256 256Mandate:

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How to fill out mandate corporate clients

01

To fill out a mandate for corporate clients, follow these steps:

02

Begin by clearly stating the purpose of the mandate.

03

Provide the name and contact information of the corporate client.

04

Include details about the specific services or transactions the client authorizes you to perform on their behalf.

05

Clearly outline any limitations or restrictions on the mandate, if applicable.

06

Indicate the duration of the mandate, including start and end dates, if applicable.

07

Specify any supporting documents or information required from the corporate client.

08

Provide clear instructions on how the mandate will be executed and any reporting or communication requirements.

09

Include any necessary signatures or authorizations from authorized representatives of the corporate client.

10

Double-check all the information provided to ensure accuracy and completeness.

11

Submit the filled-out mandate form to the appropriate department or entity as per the corporate client's instructions.

Who needs mandate corporate clients?

01

Mandate corporate clients are needed by businesses or organizations that require authorization to act on behalf of a corporate client in specific matters, transactions, or services.

02

Common examples of entities that may need mandate corporate clients include banks, financial institutions, law firms, accounting firms, trust companies, and other professional service providers.

03

Having mandate corporate clients allows these entities to legally and formally represent the interests of the corporate clients, facilitating smoother financial transactions, legal processes, or business operations.

04

It ensures that there is a clear and documented agreement between the authorized party and the corporate client, outlining the scope, limitations, and responsibilities of both parties.

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What is mandate corporate clients?

Mandate corporate clients refer to corporate customers who have authorized a specific entity to act on their behalf for certain financial transactions.

Who is required to file mandate corporate clients?

Financial institutions and other entities that have been given authorization by corporate clients to manage their financial affairs are required to file mandate corporate clients.

How to fill out mandate corporate clients?

Mandate corporate clients can be filled out by providing the necessary information about the corporate client, the authorized entity, and details of the financial transactions.

What is the purpose of mandate corporate clients?

The purpose of mandate corporate clients is to ensure transparency and accountability in financial transactions conducted on behalf of corporate clients.

What information must be reported on mandate corporate clients?

Information such as the name of the corporate client, details of the authorized entity, and the nature of the financial transactions must be reported on mandate corporate clients.

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