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Home / Trust & firm

Trust & firm

Engagement eligibility

Some contexts require a manual review without depriving the visitor of useful content.

Decide before proposing

The eligibility review checks whether the mandate can be accepted in the countries, with the parties and in the format envisaged.

The eligibility review answers a simple question before any commitment is made: can the mandate be contracted, insured and delivered in the countries and format envisaged?

A reasoned response

The decision states the conditions met, the checks still required and the precise reason for any impossibility.

Eligibility decision

A manual review clarifies the possible conditions instead of promising premature intervention.

01

Sanctions and contractual capacity

02

Payment and insurance

03

Travel and local delivery

04

Scope and responsibilities

Putting into practice

Trace the conditions that authorise or limit the commitment.

Identify

Establish the parties, beneficiaries, countries, payments and persons concerned.

Verify

Review contractual capacity, restrictions, insurance and travel conditions.

Condition

Name the agreements, documents or partners required before engagement.

Decide

Authorise the mandate, limit its format or explain why it cannot be proposed.

Checkpoints

01

Parties

Identity and role of the entities involved.

02

Payment

Currency, channel, beneficiary and contractual feasibility.

03

Assurance

Activities and territories covered by the intended mandate.

04

Delivery

Distance, site, travel or local contribution required.

Mandate trace

Trace the conditions that authorise or limit the commitment.

The eligibility decision sets out the conditions met, the checks still required and the limitations that may prevent an engagement remotely, on site or with a local partner.

Review traceability →
MANDATDecide before proposingROLESVerify, ConditionCONCLUSIONEligibility results in a usable decision, never an indefinite list of precautions.

Preliminary exchange

Submit the context to an eligibility review.

The contractual context, the countries concerned, payment, insurance and the expected access allow for an explicit eligibility decision to be made.

Present a mandate