Do you require assistance? Please select from one of the following options:
 
Self Help


Email Support
Please complete the form below and we will get back to you as quickly as possible.
 
Telephonic Support
 Please call us on +27 21 657 5960. 

 

Home / Mi-Gateway / Mandates on Mi-Gateway

Mandates on Mi-Gateway

The Mandates page is separated into three sections detailed below.

MandatesPage

  1. The first section contains mandate application forms that are divided into local and offshore groups. Note that to view mandates, you will first have to select the type of mandate, either Local or Offshore. Once a mandate type is selected you will be able to download the application form.
  2. Once a mandate is completed and signed by the Broker and the Client, the mandate can be uploaded into Mi-Gateway. Note that the Client has to be created before the mandate can be uploaded. Click here for help on how to upload mandates and here for help on how to add a client. Please select a Lisp and Mandate type. Also select the completed mandate to upload.Screenshot - 2017-06-27 10.07.02.png
  3. Completed mandates are placed in a structured tree where they can be downloaded, their client viewed and their status shown.Screenshot - 2017-06-27 10.11.17.png