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Mandates is your home page: the trusts you manage and the portfolio frameworks you run for them.
Where: you arrive here after signing in. Before you start: the platform administrator must have appointed you as fund manager of at least one trust; until then the page is empty.
Mandates page with linked trusts, portfolio frameworks, active frameworks and drafts, and the navigation marked 1

Mandates

The figures show how many trusts are linked to you, how many portfolio frameworks you run, how many are active and how many are still drafts. The list shows each framework with its trust, status and allocation total; select View to open it. The navigation (1) has one entry per task: Next: recognise cash from the trustee — nothing else can happen until money is recognised.