The MSE method
How a mandate reports
Every week in writing. Execution at once. The file handed over as it is made.
The cadence
One rule for the life of the mandate
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Every week
A written report, on the same day each week, for as long as the mandate runs. A week that produced nothing says so, and says why.
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The same day it happens
Execution, an approval obtained, terms agreed with a counterparty, and any instruction MSE needs from you. These do not wait for the weekly report.
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At close
The closing statement, and the complete file - handed over as it was made, not assembled at the end.
The report
Six standing items
- 01PositionWhere the transaction stands on the five phases.
- 02MovementDocuments issued, counterparties approached, approvals obtained, cargo positions.
- 03Open itemsWhat is open, and who holds it - MSE, the principal, or a named third party.
- 04DecisionsWhat the principal must decide, and the date each is needed by.
- 05AccountNothing is committed without the principal’s prior approval. The report sets each approved amount against what was actually spent.
- 06NextThe next actions, with dates.
The documents
Three routes, and one that is shut
The principal’s systems
His own domain, his own retention, his own access log.
A named data room
Of his choosing, under his contract with the provider.
The bank’s channel
Where the financing bank already carries the file.
A client portal
MSE does not operate one. Confidential material is not kept on a website.
At close
Three things are handed over
The closing statement
What was executed, on what terms, the commission due and how it was calculated.
The complete file
Contracts, correspondence, certificates, surveys - handed over as they were made, not at the end.
The capability
The counterparties, the documentary spine, the bank that now knows the name.