Free template
Mandate brief
A mandate is a written authority to act for a principal on a defined matter. These are the headings that make it usable, and the questions each one answers.
- Price
- Free
- Format
- On this page, 4 sheets, always the current version
- Built by
- The desk of the Adnan Feroz Group
- Next step
- Bring a mandate
Who gets the most from it
- Principals giving a mandate to represent an asset or a company
- Companies taking a mandate for the first time
- Boards reviewing a mandate letter
- Advisers drafting one for a client
4 sheets, one template
- Headings: the twelve sections of a mandate with the question each answers
- Exclusivity: the four forms (exclusive, sole, open, city-exclusive) side by side
- Register: a sheet to log mandates with holder, term, expiry and status
- Checklist: what to confirm before signing
Open the mandate brief
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- Headings: the twelve sections of a mandate with the question each answers
- Exclusivity: the four forms (exclusive, sole, open, city-exclusive) side by side
- Register: a sheet to log mandates with holder, term, expiry and status
- Checklist: what to confirm before signing
The template, on the page
View it here, fill it in your own sheet. The template stays on this page so it is always the current version.
Leave your email to open the full template
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Open the templateMandate brief
The twelve headings a mandate is written under. Fill the right column.
Shaded cells are yours to fill in. Wealthful Mind Group Inc., the parent of the Adnan Feroz Group. General practice, not legal advice.
| Heading | The question it answers | Your answer |
|---|---|---|
| Parties | Who is the principal and who is the holder, as legal entities? | |
| Subject | What asset, company, product or raise, described so a stranger could identify it? | |
| Scope | What is the holder to achieve: a sale, a raise, an off-take, a partner? | |
| Geography | Where may the holder act? | |
| Exclusivity | Exclusive, sole, open or city-exclusive? | |
| Term | When does it start, when does it end, how does it renew? | |
| Authority | What may the holder say and sign, and what needs the principal? | |
| Fee basis | Success fee, retainer or both; when earned; who pays? | |
| Costs | Who bears marketing, travel and third-party costs? | |
| Reporting | How often does the holder report, and in what form? | |
| Confidentiality and non-circumvention | By reference to which NCNDA? | |
| Termination and tail | How does it end, and is a fee due for a buyer the holder introduced? |
The four kinds of exclusivity
Side by side.
Shaded cells are yours to fill in. Wealthful Mind Group Inc., the parent of the Adnan Feroz Group. General practice, not legal advice.
| Form | Meaning | For | Against |
|---|---|---|---|
| Exclusive | Only the holder may act; the principal may not act around it | Holder commits spend; strongest form | Principal gives up direct deals |
| Sole | The holder is the only agent; the principal may still act directly | Principal keeps its own relationships | Holder may lose a buyer to the principal |
| Open | Several holders; first to close wins | Cheap for the principal | Several agents pitch the same buyer |
| City- or territory-exclusive | Exclusive within a named place for a named window | Focus; used for the Dubai property roadshow (AF-01) | Needs a clear boundary and window |
Mandate register
One row per mandate held or given.
Shaded cells are yours to fill in. Wealthful Mind Group Inc., the parent of the Adnan Feroz Group. General practice, not legal advice.
| Reference | Subject | Principal | Holder | Exclusivity | Start | End | Fee basis | Status |
|---|
Before signing
Tick each one.
Shaded cells are yours to fill in. Wealthful Mind Group Inc., the parent of the Adnan Feroz Group. General practice, not legal advice.
| Check | Done |
|---|---|
| The subject is described so a stranger could identify it | |
| Exclusivity is named as one of the four forms | |
| The term has a start and an end | |
| Authority says what the holder may sign | |
| The fee basis says when a fee is earned | |
| There is a tail clause for introduced buyers | |
| Reporting has a rhythm | |
| A lawyer in the governing jurisdiction has read it |
Mandate brief: your questions
Is the brief really free?
Yes. Leave your email and the full template opens on the page straight away, and stays open on this device. No card, no trial.
What do I need to open it?
Nothing to install. The template opens on this page as sheets you can read, and you copy the structure into your own document or spreadsheet. It is always the current version.
Will you email me afterwards?
A short series of practical emails on working with a group: how routing works, what an engagement letter covers, how memoranda are shared. Unsubscribe in one click.
Can the desk do it with me?
Bring a mandate to the group through the form; the desk pairs it with the company that will hold it and the engagement letter follows.
Talk to the group
Partners, investors, press and talent. Say what you bring and which part of the group it concerns; the desk replies within one working day and routes it to the company that will contract it.
Nothing in chat is investment, legal or tax advice. The group never takes custody of funds; lawyers, bankers and escrow agents execute.
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