Scope and provider selection
Define the questions, required qualifications, deliverables, budget and appointment process for each adviser.
Investor and transaction services
Deal advisers, diligence and specialist coordination
Create an adviser workplan that separates transaction coordination, commercial analysis and independent specialist opinions, with clear ownership and decision handovers.
A defined mandate
Define who does what before the transaction work begins.
Create an adviser workplan that separates transaction coordination, commercial analysis and independent specialist opinions, with clear ownership and decision handovers.
Start with the decision you need to make, your role and authority, target sectors and markets, ticket range, timing and the information available. The engagement scope should identify the work Matchpoint undertakes and any independently appointed specialist work.
Responsibility and reliance map
Record who performs the work, who may rely on it, conflicts, exclusions and the decision-maker.
Diligence workstream coordination
Maintain one information request, issue log, dependency map and escalation process across the transaction.
Decision and closing handover
Connect specialist findings to valuation, structure, approvals, closing conditions and post-close actions.
Start with a scoped diagnostic
Adviser-scope diagnostic; responsibility matrix; diligence programme; cross-workstream decision log.
Discuss this engagementEvidence to bring
Provide the mandate or investment thesis, authorised decision-makers, existing adviser appointments, available financial and operating information, constraints, timing and the specific decision requiring support.
Proof and delivery requirements
Before engagement, confirm the named delivery lead, relevant experience, permitted references, specialist qualifications, document access and sample deliverable structure. Any transaction or performance claim requires verifiable source evidence and permission to use it.
Delivery responsibilities
Independent legal, tax, audit, engineering, environmental, insurance, custody, administration, ratings and proxy functions require their own qualified providers. Provider appointment, credentials and regulated permissions must be verified before engagement.
GCC and cross-border mandates
Define the scope for the UAE, Saudi Arabia, Kuwait, Qatar, Bahrain, Oman and any wider international market relevant to the mandate. Assess local ownership, investment, promotion, data, tax and execution requirements with qualified advisers. Country references describe the intended assessment scope.
Capital markets ecosystem
Investment roles, structures and decision criteria
Explore the participants and transaction options relevant to this practice. Each entry sets out a discussion scope, decision checks, a paid engagement starting point and the specialist responsibilities to confirm.
Advisory
Financial-Modelling SpecialistsCME-307 · Advisory · Intermediary
- Ecosystem role
- Intermediary
- Related asset class
- Advisory services
- Instrument context
- Advisory mandate
Mandate context: capital raising, M&A, debt and special situations mandates. The structure and rights are established by the specific transaction documents.
Decision focus: A defined scope and a reviewable decision record.
- Client authority, objective and required deliverables
- Named delivery team, evidence and scope exclusions
- Fees, conflicts, reliance and specialist handovers
Scope to discuss: Adviser selection, diligence coordination and transaction workstream management.
Paid engagement entry point: adviser-scope and diligence-workplan diagnostic; followed by coordinated workstream delivery.
Illustrative GCC scenario: An illustrative UAE acquisition advisory scope can define the transaction lead, decision gates, diligence providers, deliverable ownership and written fee terms. This is a hypothetical decision example.
What should be agreed before a mandate involving Financial-Modelling Specialists?
Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.
Delivery and specialist boundary: Agree the provider, qualifications, independence, permission, reliance rights and scope before appointment. Matchpoint's scope can cover adviser selection and transaction coordination. Legal, tax, audit, engineering, insurance, custody, administration, ratings and other specialist conclusions require the appropriately qualified and appointed provider.
Discuss a paid scopeDiligence, Insurance and Administration
Tax Due-Diligence FirmsCME-310 · Diligence, Insurance and Administration · Intermediary
- Ecosystem role
- Intermediary
- Related asset class
- Advisory services
- Instrument context
- Transaction support
Mandate context: diligence, risk transfer, documentation and transaction administration. The structure and rights are established by the specific transaction documents.
Decision focus: Qualified providers and clear responsibility boundaries.
- Provider qualifications, permission and independence
- Scope, source access, reliance rights and exclusions
- Decision consequences, handover and ongoing responsibilities
Scope to discuss: Adviser selection, diligence coordination and transaction workstream management.
Paid engagement entry point: adviser-scope and diligence-workplan diagnostic; followed by coordinated workstream delivery.
Illustrative GCC scenario: An illustrative GCC transaction can assign legal, tax, technical, insurance and administration work to the appropriate providers and connect their findings through one decision log. This is a hypothetical decision example.
What should be agreed before a mandate involving Tax Due-Diligence Firms?
Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.
Delivery and specialist boundary: Agree the provider, qualifications, independence, permission, reliance rights and scope before appointment. Matchpoint's scope can cover adviser selection and transaction coordination. Legal, tax, audit, engineering, insurance, custody, administration, ratings and other specialist conclusions require the appropriately qualified and appointed provider.
Discuss a paid scopeLegal AdvisersCME-311 · Diligence, Insurance and Administration · Intermediary
- Ecosystem role
- Intermediary
- Related asset class
- Advisory services
- Instrument context
- Transaction support
Mandate context: diligence, risk transfer, documentation and transaction administration. The structure and rights are established by the specific transaction documents.
Decision focus: Qualified providers and clear responsibility boundaries.
- Provider qualifications, permission and independence
- Scope, source access, reliance rights and exclusions
- Decision consequences, handover and ongoing responsibilities
Scope to discuss: Adviser selection, diligence coordination and transaction workstream management.
Paid engagement entry point: adviser-scope and diligence-workplan diagnostic; followed by coordinated workstream delivery.
Illustrative GCC scenario: An illustrative GCC transaction can assign legal, tax, technical, insurance and administration work to the appropriate providers and connect their findings through one decision log. This is a hypothetical decision example.
What should be agreed before a mandate involving Legal Advisers?
Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.
Delivery and specialist boundary: Agree the provider, qualifications, independence, permission, reliance rights and scope before appointment. Matchpoint's scope can cover adviser selection and transaction coordination. Legal, tax, audit, engineering, insurance, custody, administration, ratings and other specialist conclusions require the appropriately qualified and appointed provider.
Discuss a paid scopeEnvironmental Due-Diligence FirmsCME-313 · Diligence, Insurance and Administration · Intermediary
- Ecosystem role
- Intermediary
- Related asset class
- Advisory services
- Instrument context
- Transaction support
Mandate context: diligence, risk transfer, documentation and transaction administration. The structure and rights are established by the specific transaction documents.
Decision focus: Qualified providers and clear responsibility boundaries.
- Provider qualifications, permission and independence
- Scope, source access, reliance rights and exclusions
- Decision consequences, handover and ongoing responsibilities
Scope to discuss: Adviser selection, diligence coordination and transaction workstream management.
Paid engagement entry point: adviser-scope and diligence-workplan diagnostic; followed by coordinated workstream delivery.
Illustrative GCC scenario: An illustrative GCC transaction can assign legal, tax, technical, insurance and administration work to the appropriate providers and connect their findings through one decision log. This is a hypothetical decision example.
What should be agreed before a mandate involving Environmental Due-Diligence Firms?
Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.
Delivery and specialist boundary: Agree the provider, qualifications, independence, permission, reliance rights and scope before appointment. Matchpoint's scope can cover adviser selection and transaction coordination. Legal, tax, audit, engineering, insurance, custody, administration, ratings and other specialist conclusions require the appropriately qualified and appointed provider.
Discuss a paid scopeESG Due-Diligence FirmsCME-315 · Diligence, Insurance and Administration · Intermediary
- Ecosystem role
- Intermediary
- Related asset class
- Advisory services
- Instrument context
- Transaction support
Mandate context: diligence, risk transfer, documentation and transaction administration. The structure and rights are established by the specific transaction documents.
Decision focus: Qualified providers and clear responsibility boundaries.
- Provider qualifications, permission and independence
- Scope, source access, reliance rights and exclusions
- Decision consequences, handover and ongoing responsibilities
Scope to discuss: Adviser selection, diligence coordination and transaction workstream management.
Paid engagement entry point: adviser-scope and diligence-workplan diagnostic; followed by coordinated workstream delivery.
Illustrative GCC scenario: An illustrative GCC transaction can assign legal, tax, technical, insurance and administration work to the appropriate providers and connect their findings through one decision log. This is a hypothetical decision example.
What should be agreed before a mandate involving ESG Due-Diligence Firms?
Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.
Delivery and specialist boundary: Agree the provider, qualifications, independence, permission, reliance rights and scope before appointment. Matchpoint's scope can cover adviser selection and transaction coordination. Legal, tax, audit, engineering, insurance, custody, administration, ratings and other specialist conclusions require the appropriately qualified and appointed provider.
Discuss a paid scopeInsurance AdvisersCME-316 · Diligence, Insurance and Administration · Intermediary
- Ecosystem role
- Intermediary
- Related asset class
- Advisory services
- Instrument context
- Transaction support
Mandate context: diligence, risk transfer, documentation and transaction administration. The structure and rights are established by the specific transaction documents.
Decision focus: Qualified providers and clear responsibility boundaries.
- Provider qualifications, permission and independence
- Scope, source access, reliance rights and exclusions
- Decision consequences, handover and ongoing responsibilities
Scope to discuss: Adviser selection, diligence coordination and transaction workstream management.
Paid engagement entry point: adviser-scope and diligence-workplan diagnostic; followed by coordinated workstream delivery.
Illustrative GCC scenario: An illustrative GCC transaction can assign legal, tax, technical, insurance and administration work to the appropriate providers and connect their findings through one decision log. This is a hypothetical decision example.
What should be agreed before a mandate involving Insurance Advisers?
Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.
Delivery and specialist boundary: Agree the provider, qualifications, independence, permission, reliance rights and scope before appointment. Matchpoint's scope can cover adviser selection and transaction coordination. Legal, tax, audit, engineering, insurance, custody, administration, ratings and other specialist conclusions require the appropriately qualified and appointed provider.
Discuss a paid scopeTransaction-Insurance BrokersCME-317 · Diligence, Insurance and Administration · Intermediary
- Ecosystem role
- Intermediary
- Related asset class
- Advisory services
- Instrument context
- Transaction support
Mandate context: diligence, risk transfer, documentation and transaction administration. The structure and rights are established by the specific transaction documents.
Decision focus: Qualified providers and clear responsibility boundaries.
- Provider qualifications, permission and independence
- Scope, source access, reliance rights and exclusions
- Decision consequences, handover and ongoing responsibilities
Scope to discuss: Adviser selection, diligence coordination and transaction workstream management.
Paid engagement entry point: adviser-scope and diligence-workplan diagnostic; followed by coordinated workstream delivery.
Illustrative GCC scenario: An illustrative GCC transaction can assign legal, tax, technical, insurance and administration work to the appropriate providers and connect their findings through one decision log. This is a hypothetical decision example.
What should be agreed before a mandate involving Transaction-Insurance Brokers?
Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.
Delivery and specialist boundary: Agree the provider, qualifications, independence, permission, reliance rights and scope before appointment. Matchpoint's scope can cover adviser selection and transaction coordination. Legal, tax, audit, engineering, insurance, custody, administration, ratings and other specialist conclusions require the appropriately qualified and appointed provider.
Discuss a paid scopeRepresentations-and-Warranties InsurersCME-318 · Diligence, Insurance and Administration · Intermediary
- Ecosystem role
- Intermediary
- Related asset class
- Advisory services
- Instrument context
- Transaction support
Mandate context: diligence, risk transfer, documentation and transaction administration. The structure and rights are established by the specific transaction documents.
Decision focus: Qualified providers and clear responsibility boundaries.
- Provider qualifications, permission and independence
- Scope, source access, reliance rights and exclusions
- Decision consequences, handover and ongoing responsibilities
Scope to discuss: Adviser selection, diligence coordination and transaction workstream management.
Paid engagement entry point: adviser-scope and diligence-workplan diagnostic; followed by coordinated workstream delivery.
Illustrative GCC scenario: An illustrative GCC transaction can assign legal, tax, technical, insurance and administration work to the appropriate providers and connect their findings through one decision log. This is a hypothetical decision example.
What should be agreed before a mandate involving Representations-and-Warranties Insurers?
Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.
Delivery and specialist boundary: Agree the provider, qualifications, independence, permission, reliance rights and scope before appointment. Matchpoint's scope can cover adviser selection and transaction coordination. Legal, tax, audit, engineering, insurance, custody, administration, ratings and other specialist conclusions require the appropriately qualified and appointed provider.
Discuss a paid scopeCredit-Insurance BrokersCME-319 · Diligence, Insurance and Administration · Intermediary
- Ecosystem role
- Intermediary
- Related asset class
- Advisory services
- Instrument context
- Transaction support
Mandate context: diligence, risk transfer, documentation and transaction administration. The structure and rights are established by the specific transaction documents.
Decision focus: Qualified providers and clear responsibility boundaries.
- Provider qualifications, permission and independence
- Scope, source access, reliance rights and exclusions
- Decision consequences, handover and ongoing responsibilities
Scope to discuss: Adviser selection, diligence coordination and transaction workstream management.
Paid engagement entry point: adviser-scope and diligence-workplan diagnostic; followed by coordinated workstream delivery.
Illustrative GCC scenario: An illustrative GCC transaction can assign legal, tax, technical, insurance and administration work to the appropriate providers and connect their findings through one decision log. This is a hypothetical decision example.
What should be agreed before a mandate involving Credit-Insurance Brokers?
Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.
Delivery and specialist boundary: Agree the provider, qualifications, independence, permission, reliance rights and scope before appointment. Matchpoint's scope can cover adviser selection and transaction coordination. Legal, tax, audit, engineering, insurance, custody, administration, ratings and other specialist conclusions require the appropriately qualified and appointed provider.
Discuss a paid scopePolitical-Risk InsurersCME-320 · Diligence, Insurance and Administration · Intermediary
- Ecosystem role
- Intermediary
- Related asset class
- Advisory services
- Instrument context
- Transaction support
Mandate context: diligence, risk transfer, documentation and transaction administration. The structure and rights are established by the specific transaction documents.
Decision focus: Qualified providers and clear responsibility boundaries.
- Provider qualifications, permission and independence
- Scope, source access, reliance rights and exclusions
- Decision consequences, handover and ongoing responsibilities
Scope to discuss: Adviser selection, diligence coordination and transaction workstream management.
Paid engagement entry point: adviser-scope and diligence-workplan diagnostic; followed by coordinated workstream delivery.
Illustrative GCC scenario: An illustrative GCC transaction can assign legal, tax, technical, insurance and administration work to the appropriate providers and connect their findings through one decision log. This is a hypothetical decision example.
What should be agreed before a mandate involving Political-Risk Insurers?
Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.
Delivery and specialist boundary: Agree the provider, qualifications, independence, permission, reliance rights and scope before appointment. Matchpoint's scope can cover adviser selection and transaction coordination. Legal, tax, audit, engineering, insurance, custody, administration, ratings and other specialist conclusions require the appropriately qualified and appointed provider.
Discuss a paid scopeFund AdministratorsCME-321 · Diligence, Insurance and Administration · Intermediary
- Ecosystem role
- Intermediary
- Related asset class
- Advisory services
- Instrument context
- Transaction support
Mandate context: diligence, risk transfer, documentation and transaction administration. The structure and rights are established by the specific transaction documents.
Decision focus: Qualified providers and clear responsibility boundaries.
- Provider qualifications, permission and independence
- Scope, source access, reliance rights and exclusions
- Decision consequences, handover and ongoing responsibilities
Scope to discuss: Adviser selection, diligence coordination and transaction workstream management.
Paid engagement entry point: adviser-scope and diligence-workplan diagnostic; followed by coordinated workstream delivery.
Illustrative GCC scenario: An illustrative GCC transaction can assign legal, tax, technical, insurance and administration work to the appropriate providers and connect their findings through one decision log. This is a hypothetical decision example.
What should be agreed before a mandate involving Fund Administrators?
Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.
Delivery and specialist boundary: Agree the provider, qualifications, independence, permission, reliance rights and scope before appointment. Matchpoint's scope can cover adviser selection and transaction coordination. Legal, tax, audit, engineering, insurance, custody, administration, ratings and other specialist conclusions require the appropriately qualified and appointed provider.
Discuss a paid scopeCustodiansCME-322 · Diligence, Insurance and Administration · Intermediary
- Ecosystem role
- Intermediary
- Related asset class
- Advisory services
- Instrument context
- Transaction support
Mandate context: diligence, risk transfer, documentation and transaction administration. The structure and rights are established by the specific transaction documents.
Decision focus: Qualified providers and clear responsibility boundaries.
- Provider qualifications, permission and independence
- Scope, source access, reliance rights and exclusions
- Decision consequences, handover and ongoing responsibilities
Scope to discuss: Adviser selection, diligence coordination and transaction workstream management.
Paid engagement entry point: adviser-scope and diligence-workplan diagnostic; followed by coordinated workstream delivery.
Illustrative GCC scenario: An illustrative GCC transaction can assign legal, tax, technical, insurance and administration work to the appropriate providers and connect their findings through one decision log. This is a hypothetical decision example.
What should be agreed before a mandate involving Custodians?
Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.
Delivery and specialist boundary: Agree the provider, qualifications, independence, permission, reliance rights and scope before appointment. Matchpoint's scope can cover adviser selection and transaction coordination. Legal, tax, audit, engineering, insurance, custody, administration, ratings and other specialist conclusions require the appropriately qualified and appointed provider.
Discuss a paid scopeTransfer AgentsCME-323 · Diligence, Insurance and Administration · Intermediary
- Ecosystem role
- Intermediary
- Related asset class
- Advisory services
- Instrument context
- Transaction support
Mandate context: diligence, risk transfer, documentation and transaction administration. The structure and rights are established by the specific transaction documents.
Decision focus: Qualified providers and clear responsibility boundaries.
- Provider qualifications, permission and independence
- Scope, source access, reliance rights and exclusions
- Decision consequences, handover and ongoing responsibilities
Scope to discuss: Adviser selection, diligence coordination and transaction workstream management.
Paid engagement entry point: adviser-scope and diligence-workplan diagnostic; followed by coordinated workstream delivery.
Illustrative GCC scenario: An illustrative GCC transaction can assign legal, tax, technical, insurance and administration work to the appropriate providers and connect their findings through one decision log. This is a hypothetical decision example.
What should be agreed before a mandate involving Transfer Agents?
Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.
Delivery and specialist boundary: Agree the provider, qualifications, independence, permission, reliance rights and scope before appointment. Matchpoint's scope can cover adviser selection and transaction coordination. Legal, tax, audit, engineering, insurance, custody, administration, ratings and other specialist conclusions require the appropriately qualified and appointed provider.
Discuss a paid scopeData-Room ProvidersCME-324 · Diligence, Insurance and Administration · Intermediary
- Ecosystem role
- Intermediary
- Related asset class
- Advisory services
- Instrument context
- Transaction support
Mandate context: diligence, risk transfer, documentation and transaction administration. The structure and rights are established by the specific transaction documents.
Decision focus: Qualified providers and clear responsibility boundaries.
- Provider qualifications, permission and independence
- Scope, source access, reliance rights and exclusions
- Decision consequences, handover and ongoing responsibilities
Scope to discuss: Adviser selection, diligence coordination and transaction workstream management.
Paid engagement entry point: adviser-scope and diligence-workplan diagnostic; followed by coordinated workstream delivery.
Illustrative GCC scenario: An illustrative GCC transaction can assign legal, tax, technical, insurance and administration work to the appropriate providers and connect their findings through one decision log. This is a hypothetical decision example.
What should be agreed before a mandate involving Data-Room Providers?
Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.
Delivery and specialist boundary: Agree the provider, qualifications, independence, permission, reliance rights and scope before appointment. Matchpoint's scope can cover adviser selection and transaction coordination. Legal, tax, audit, engineering, insurance, custody, administration, ratings and other specialist conclusions require the appropriately qualified and appointed provider.
Discuss a paid scopeFinancial-Information ProvidersCME-325 · Diligence, Insurance and Administration · Intermediary
- Ecosystem role
- Intermediary
- Related asset class
- Advisory services
- Instrument context
- Transaction support
Mandate context: diligence, risk transfer, documentation and transaction administration. The structure and rights are established by the specific transaction documents.
Decision focus: Qualified providers and clear responsibility boundaries.
- Provider qualifications, permission and independence
- Scope, source access, reliance rights and exclusions
- Decision consequences, handover and ongoing responsibilities
Scope to discuss: Adviser selection, diligence coordination and transaction workstream management.
Paid engagement entry point: adviser-scope and diligence-workplan diagnostic; followed by coordinated workstream delivery.
Illustrative GCC scenario: An illustrative GCC transaction can assign legal, tax, technical, insurance and administration work to the appropriate providers and connect their findings through one decision log. This is a hypothetical decision example.
What should be agreed before a mandate involving Financial-Information Providers?
Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.
Delivery and specialist boundary: Agree the provider, qualifications, independence, permission, reliance rights and scope before appointment. Matchpoint's scope can cover adviser selection and transaction coordination. Legal, tax, audit, engineering, insurance, custody, administration, ratings and other specialist conclusions require the appropriately qualified and appointed provider.
Discuss a paid scopeCredit-Rating AgenciesCME-326 · Diligence, Insurance and Administration · Intermediary
- Ecosystem role
- Intermediary
- Related asset class
- Advisory services
- Instrument context
- Transaction support
Mandate context: diligence, risk transfer, documentation and transaction administration. The structure and rights are established by the specific transaction documents.
Decision focus: Qualified providers and clear responsibility boundaries.
- Provider qualifications, permission and independence
- Scope, source access, reliance rights and exclusions
- Decision consequences, handover and ongoing responsibilities
Scope to discuss: Adviser selection, diligence coordination and transaction workstream management.
Paid engagement entry point: adviser-scope and diligence-workplan diagnostic; followed by coordinated workstream delivery.
Illustrative GCC scenario: An illustrative GCC transaction can assign legal, tax, technical, insurance and administration work to the appropriate providers and connect their findings through one decision log. This is a hypothetical decision example.
What should be agreed before a mandate involving Credit-Rating Agencies?
Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.
Delivery and specialist boundary: Agree the provider, qualifications, independence, permission, reliance rights and scope before appointment. Matchpoint's scope can cover adviser selection and transaction coordination. Legal, tax, audit, engineering, insurance, custody, administration, ratings and other specialist conclusions require the appropriately qualified and appointed provider.
Discuss a paid scopeESG-Rating ProvidersCME-327 · Diligence, Insurance and Administration · Intermediary
- Ecosystem role
- Intermediary
- Related asset class
- Advisory services
- Instrument context
- Transaction support
Mandate context: diligence, risk transfer, documentation and transaction administration. The structure and rights are established by the specific transaction documents.
Decision focus: Qualified providers and clear responsibility boundaries.
- Provider qualifications, permission and independence
- Scope, source access, reliance rights and exclusions
- Decision consequences, handover and ongoing responsibilities
Scope to discuss: Adviser selection, diligence coordination and transaction workstream management.
Paid engagement entry point: adviser-scope and diligence-workplan diagnostic; followed by coordinated workstream delivery.
Illustrative GCC scenario: An illustrative GCC transaction can assign legal, tax, technical, insurance and administration work to the appropriate providers and connect their findings through one decision log. This is a hypothetical decision example.
What should be agreed before a mandate involving ESG-Rating Providers?
Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.
Delivery and specialist boundary: Agree the provider, qualifications, independence, permission, reliance rights and scope before appointment. Matchpoint's scope can cover adviser selection and transaction coordination. Legal, tax, audit, engineering, insurance, custody, administration, ratings and other specialist conclusions require the appropriately qualified and appointed provider.
Discuss a paid scopeProxy AdvisersCME-328 · Diligence, Insurance and Administration · Intermediary
- Ecosystem role
- Intermediary
- Related asset class
- Advisory services
- Instrument context
- Transaction support
Mandate context: diligence, risk transfer, documentation and transaction administration. The structure and rights are established by the specific transaction documents.
Decision focus: Qualified providers and clear responsibility boundaries.
- Provider qualifications, permission and independence
- Scope, source access, reliance rights and exclusions
- Decision consequences, handover and ongoing responsibilities
Scope to discuss: Adviser selection, diligence coordination and transaction workstream management.
Paid engagement entry point: adviser-scope and diligence-workplan diagnostic; followed by coordinated workstream delivery.
Illustrative GCC scenario: An illustrative GCC transaction can assign legal, tax, technical, insurance and administration work to the appropriate providers and connect their findings through one decision log. This is a hypothetical decision example.
What should be agreed before a mandate involving Proxy Advisers?
Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.
Delivery and specialist boundary: Agree the provider, qualifications, independence, permission, reliance rights and scope before appointment. Matchpoint's scope can cover adviser selection and transaction coordination. Legal, tax, audit, engineering, insurance, custody, administration, ratings and other specialist conclusions require the appropriately qualified and appointed provider.
Discuss a paid scopeFurther reading on diligence, market frameworks and applicable requirements. These resources do not verify an individual mandate or Matchpoint permission.
Engagement questions
What is the first paid engagement?
Adviser-scope diagnostic; responsibility matrix; diligence programme; cross-workstream decision log.
How are scope, fees and specialist responsibilities agreed?
Independent legal, tax, audit, engineering, environmental, insurance, custody, administration, ratings and proxy functions require their own qualified providers. Provider appointment, credentials and regulated permissions must be verified before engagement. Agree the deliverables, named providers, timetable, evidence access and fee terms in writing before work begins.
