Reappoint mandates in bulk

When a director or managing director holds mandates in several entities that you manage and those mandates needs to be reappointed, you can either reappoint the mandates entity by entity or perform a bulk reappointment across all relevant entities.

This allows you, for example, to reappoint the mandate of a single director across multiple entities in one action. During the bulk reappointment, you can choose to reappoint all mandates on the same effective date for consistency across your entities. In addition, you can specify a separate decision date for each individual mandate, ensuring that the legal decision date is accurately recorded even when different mandates are approved at different times.

Below you can find a step by step guide on how to reappoint all mandates of an entity in bulk.

For detailed instructions, click 'Start tutorial' below.

Step-by-step:

1. Go to the person or legal entity whose mandates needs to be reappointed.
2. Go to the tab 'Connections'.
3. (Optional) if a mandate expired before the renewal, click on 'Status' and tick the 'Ended' box.
4. Select the mandates that needs to be reappointed and click on 'Renew membership'.
5. (Optional) If there are pending actions preventing the bulk reappointment, open the relevant entity and remove the pending transaction or remove the mandate from the bulk reappointment list.
6. Specify the reappointment date for the mandates (use the same date for all mandates or set a different date and time per mandate).
7. Click on 'Reappoint mandates'.