Course curriculum

  • 1

    UPilot Mandate Lifecycle Certification — Management Company Edition

    • Introducing the Mandate Lifecycle Program
  • 2

    PHASE 0 — Orientation & Configuration

    • Lesson 0.1 Welcome & Programme Framework

    • Lesson 0.2 UPilot Quick Tour

    • Lesson 0.3 Access Your Sandbox Account
  • 3

    PHASE 1 — Prospect to Active Mandate

    • Lesson 1.1 Capture Enquiry & Create Contact

    • Lesson 1.2 Create Entity & Mandate Record

    • Sandbox Verification – Entity Creation

    • Lesson 1.3 Deals & Commercial Pipeline

    • Lesson 1.4 Due Diligence & Risk Gate

    • Lesson 1.5 Proposal & Commercial Approval

    • Lesson 1.6 Engagement & Mandate Activation

    • Phase Knowledge Check — Prospect to Active Mandate
  • 4

    PHASE 2 — Mandate Execution & Incorporation

    • Lesson 2.1 Mandate Execution & File Setup

    • Lesson 2.2 Incorporation & Statutory Documents

    • Lesson 2.3 Banking & External Coordination

    • Phase Knowledge Check - Mandate Execution & Incorporation
  • 5

    PHASE 3 — Completion & Ongoing Governance

    • Lesson 3.1 Completion & Client Pack Delivery

    • Lesson 3.2 Governance & Oversight

    • Phase Knowledge Check - Completion & Ongoing Governance
  • 6

    Lifecycle Completion & Accreditation

    • Lifecycle Completion & Accreditation