How to rename, modify, or delete a mandate on Coin web?
To rename a mandate, follow these steps:
- Click on profile and then on Mandates.
- Click on Edit.
- Enter the mandate name and click on Save.
To modify or delete a mandate, all the linked active and paused SIPs must first be unlinked. To unlink and modify/delete a mandate, follow these steps:
- Click on profile and then on Mandates.
- Click on Edit and then on Unlink.
- Select None from the Mandates drop down.
- Click on Modify and then on Confirm.
- Click on Edit.
- Click on Delete mandate and then on Confirm.
Did you know? The mandate name has a maximum character limit of 20, permitting alphanumeric values and the special character '-'. Spaces are not allowed in mandate names.
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