CLIENT MANDATE Clause Samples
The CLIENT MANDATE clause defines the specific instructions, authority, or objectives given by the client to the service provider or contractor. In practice, this clause outlines the scope of work, deliverables, and any particular requirements or limitations that the client expects to be followed during the engagement. By clearly setting out the client's expectations and boundaries, the clause ensures that both parties understand their roles and responsibilities, thereby reducing the risk of misunderstandings or disputes over the scope of services.
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CLIENT MANDATE. You mandate us to provide the following intermediary service, advice and product. PERSONAL FINANCIAL PLANNING Initial Risk (Life, Disability,Sickness, Impairment, Dread Disease, Income Protection) Pre-Retirement, (RA’s, Endowments and Unit Trusts) Post- Retirement (Income and Growth Plans and Annuities) Estate Planning (▇▇▇▇▇, Trusts, Estate Duty, Exec. Fees and C.G. T. and Liquidity Offshore Investments (Rand converted to Foreign Currency. USD, Pound and Euro) Asset Swap Investments (Rand’s exposed to Foreign Investment.Rands In and Rands out) Short Term Insurance (Gap cover and Personal lines ) Life policy schedules and reporting Medical Aid Other CORPORATE FINANCIAL PLANNING Initial Business Assurance (Key man, Contingent Liability, Shareholders) Business Investments (Sinking Funds, Money Markets) Medical Schemes Employee Benefits(Group Risk, Pension, Provident Funds and Group Retirement Annuities Group Funeral Plans. Other