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How to rename, modify, or delete a mandate on Coin web?

To rename a mandate on Coin web, follow these steps:

  1. Log in to Coin.
  2. Click on profile and then on Mandates.
  3. Click on Edit.
  4. 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:

  1. Log in to Coin.
  2. Click on profile and then on Mandates.
  3. Click on Edit and then on Unlink.
  4. Select None from the Mandates drop down.
  5. Click on Modify and then on Confirm.
  6. Click on Edit.
  7. 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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