Mandate Letter Template UK

The Mandate Letter Template UK is offered in multiple formats, including PDF, Word, and Google Docs, along with customizable and printable examples.

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Sample

Mandate Letter Template UK

Editable – Printable

PDF – 1 PDF – 2

Mandate Letter Template UK

1. Client Information


2. Service Provider Information


3. Mandate Details


4. Scope of Authority

5. Client Responsibilities

6. Provider Responsibilities

7. Payment Terms

8. Confidentiality and Data Protection

9. Termination Clauses

10. Signatures and Agreement

11. Declaration and Signatures



PDF

WORD

Examples

Mandate Letter Template UK (1)
From:
[Name of the Client]
[Client’s Address]
[Client’s Phone]
[Client’s Email]
To:
[Name of the Recipient]
[Recipient’s Address]
[Recipient’s Phone]
[Recipient’s Email]
Date:
[Date]
Subject:
Mandate Letter for [Specific Purpose, e.g., Management of Funds, Tax Representation].
Introduction:
This mandate letter formalizes the authorization provided by [Name of the Client] to [Name of the Recipient] to act on behalf of the Client in relation to [Description of the Services or Actions Required, e.g., managing investments, filing tax returns].
Clause 1: Scope of Authority
The Recipient is authorized to perform the following actions on behalf of the Client: [List of specific actions, e.g., making investment decisions, signing documents, representing the Client in financial matters].
Clause 2: Duration of Mandate
This mandate shall commence on [Start Date] and shall remain in effect until [End Date or Until Revoked] with [Notice Period for Termination, e.g., 30 days].
Clause 3: Responsibilities of the Recipient
The Recipient agrees to act in the best interests of the Client and provide periodic reports regarding [Specify Frequency, e.g., monthly or quarterly].
Clause 4: Fees and Compensation
The Client agrees to compensate the Recipient as follows: [Specify payment terms, e.g., fixed fee, hourly rate, or commission].
Clause 5: Indemnity
The Client agrees to indemnify and hold harmless the Recipient for actions taken in good faith under this mandate, provided the Recipient adheres to the agreed terms.
Clause 6: Governing Law
This mandate shall be governed by the laws of [Jurisdiction, e.g., England and Wales].
Signed in [City], [Date].
Sincerely,
[Signature of the Client]
[Name of the Client]
Mandate Letter Template UK (2)
From:
[Name of the Client]
[Client’s Address]
[Client’s Phone]
[Client’s Email]
To:
[Name of the Recipient]
[Recipient’s Address]
[Recipient’s Phone]
[Recipient’s Email]
Date:
[Date]
Subject:
Mandate Letter for [Specific Purpose].
Purpose:
This mandate is intended to grant [Name of the Recipient] the authority to act on behalf of [Name of the Client] for [Description of Services, e.g., financial advisement, tax submissions].
Clause 1: Authorization
The Recipient is thoroughly authorized to carry out actions related to [Specific Actions or Responsibilities, e.g., submitting applications, negotiating terms], as aligned with the Client’s interests.
Clause 2: Effective Date
This mandate shall be effective as of [Start Date] and will continue until [Specifically Defined Term or Notice].
Clause 3: Client Obligations
The Client acknowledges and agrees to provide all necessary documentation and cooperation to enable the Recipient to perform their duties effectively.
Clause 4: Compensation Structure
The terms of compensation for services rendered are as follows: [Detail compensation model, e.g., fixed fee, hourly rates].
Clause 5: Limitation of Liability
The Recipient shall not be held liable for actions taken in accordance with this mandate, provided they are executed in good faith and within the scope of authority.
Clause 6: Legal Jurisdiction
This agreement is governed by the laws of [Jurisdiction, e.g., England and Wales].
Signed in [City], [Date].
Sincerely,
[Signature of the Client]
[Name of the Client]

Printable

PDF – 1 PDF – 2

Mandate Letter Template UK