Fee & Mandate Consistency Check

Overview

Fee schedules and mandate wording often travel in separate PDFs. This engagement audits whether the percentages, minimums, and authority clauses in a wealth management application agree with each other and with what the relationship team believes was offered.

Included

• Mapping of advisory, custody, and performance-fee lines
• Flagging of unsigned or superseded fee pages
• Notes where mandate authority exceeds or undercuts disclosed services
• Delivery as an annotated checklist plus summary paragraph

Ideal before a signing meeting or when migrating legacy accounts onto a new mandate template.