Request a mandate for transactions as a person

When you want to request a mandate in Suomi.fi e-Authorizations: 

1. Go to Suomi.fi e-Authorizations.
2. Identify yourself with your personal banking IDs, mobile certificate or certificate card. Instructions for identification using different identification tokens
3. Select Personal mandates as the service role.
4. Select Request mandates.

There are four stages to requesting a mandate. 

Step 1: Choice of parties

When you request a mandate, you are acting as an assignee. Your details will automatically be searched for in the Population Information System.

The assignor is the party of whom you are requesting the right to act on behalf of.

• When requesting a mandate from a person, you will need their last name, first name or preferred first name and personal identity code. The person to whom you are submitting the mandate request must be competent and aged 18 or over.
• When requesting a mandate from a company or organisation, you need the business ID of a company or organisation registered in Finland. 

You can also request a mandate from a company or organisation that is not registered in Finland, if at least one mandate has previously been registered for the company using the Mandate service provided by officials. To request a mandate, you will need the VAT ID of the EU country or the national business ID of the country with which the previous mandate is registered.

If you wish, you can request a mandate from either multiple  persons or multiple companies, associations and organisations at one time. The same mandate request will be sent to all recipients: you will be the assignee, all the assignors will grant you the right to act on their behalf in the same e-services and the mandates will be valid for the same period of time. 

Step 2: Choice of mandate themes

Familiarise yourself with the mandate themes before requesting any mandates. Check also in the instructions of each service you are using to see which mandate themes are in use in them.

When requesting a mandate, select the mandate theme you wish from the list in Suomi.fi e-Authorizations. You will then only see the mandate themes that are available for private persons.

You can browse the list or search for mandate themes using search words based on a name, description or theme category. Check from the description of the mandate theme what you can do on the assignor’s behalf with each mandate.

You can select numerous mandate themes at one time. You will have to select at least one mandate theme before you can go on. 

If the mandate theme you have selected uses a mandate specifier, you can, if necessary and before moving on, restrict or target the mandate to apply to certain elements or subjects only. Only use the specifier when you have agreed on its used with the assignor and you have received more detailed instructions on the e-service in which the mandate is to be used. The use of a specifier is not compulsory, and you may grant a mandate without one.

Step 3: Specifying the period of validity

A mandate must always have a start and end date.

You can specify a mandate’s period of validity by giving the relevant dates or you can select one that lasts 1, 5, 15, 20 or 25 years. The shortest period of validity for a mandate is a day and the longest is 25 years.

Step 4: Submitting a mandate request

Check the details of the mandate request:

• The assignor is a person, company or organisation on whose behalf you wish to act.
• You are the assignee.
• The mandate themes you have selected and the period of validity of the mandate are correct.

If you wish to change the details before the mandate request is submitted, you can go back over these steps.

When you submit a mandate request, the request is transferred to the recipient for validation through the Suomi.fi e-Authorisations.

• If the recipient of the mandate request is a person and they use Suomi.fi Messages, they will be notified of a new mandate request there.
• If the recipient of a mandate request is a company or other organisation or a person does not use Suomi.fi Messages, you will have to notify the recipient of the request yourself.

You can copy as a template for a mandate request

• an existing mandate or an expired mandate
• a mandate that has previously been received from a person, a company, or an organization
• a mandate that has previously been received for certain mandate themes.

You can request several mandates for transactions at the same time. There are four options:

1. You can add several assignees to a mandate if you request a similar mandate from everyone.
2. On the different pages, you can select multiple parties from the list and then request new mandates from those selected.
3. You can place parties and mandate themes concerning previous mandates from different pages into the selection basket, and then move on to grant new mandates based on your selections.

Using the selection basket

You can place either parties or individual mandate themes (or both) from different pages into the selection basket. You can then request mandates with the information you have selected.

To use the selection basket:

1. On any page, open Search and filters.
2. Begin use of the selection basket.
3. Set the filter for the list so that you can see the parties or mandates you want on the list.
4. Select the desired parties or mandates from the list and place them in the selection basket.
5. Go to another page to select additional parties or mandates and place them in the selection basket.
6. When the selection basket contains the information you want, go to request mandates with this information.

For example, the selection basket allows you to request from a person any similar mandates for transactions that you have previously received from another person:

1. On the Revceived mandates page, open Search and filters.
2. Begin use of the selection basket.
3. Select on the list the person you have previously received mandates for transactions from. You can filter the list with different search terms.
4. Place the mandates in the selection basket. The selection will place in the basket all mandate themes from the selected person’s mandates.
5. Select on the list the person you want to request new mandates from.
6. Place the party in the selection basket. The selection will put in the basket the person in question.
7. Go to request new mandates and check your selections.
8. As you move forward, go to the normal mandate request view, where you will still be able to make changes to the details.
9. Finally, submit the mandate request and ask the assignor to approve them.

You will see the mandate requests you yourself have submitted on the Sent requests page in Suomi.fi e-Authorizations when you have selected Personal mandates as the service role.

If you have a large number of mandate requests, you can:

• only search for mandates requested from a specific person, company or organisation with a name or identifier
• only search for the mandates you have requested with certain mandate themes or certain specifier
• limit the list based on the period of validity of the mandates.

When you select an assignor, you will see a list of all requests sent to this assignor. By selecting a mandate request, you can see the details of the mandate.

You can invalidate a mandate request if the recipient has not validated it yet. If the recipient has already validated the mandate, you can invalidate the mandate.

How to invalidate a mandate request:

1. Select one or more assignor on the Sent requests page. If you select one, you will see a list of all requests sent to this assignor. If you select more than one, you will see all the mandates of all selected assignors.
2. Select one or more mandate request from the list for invalidation.
3. Invalidate the selected mandate requests.

The recipient will not automatically be notified of the invalidation of a mandate request.

If the recipient has already validated a mandate, you can invalidate it.

You can see the mandates for transactions you have been granted on the Received Mandates page when you have selected Personal mandates as the service role. When you click the assignor's name, you will see a list of all mandates granted by this assignor. Select a single mandate to see its details.

If you have a large number of received mandates, you can:

• search for received from a specific person, company or organisation by name or identifier
• search for mandates received with certain mandate themes or with certain specifier
• limit the list based on the duration of the mandates.

Mandate status data:

• Valid: The assignee can act on behalf of the assignor.
• Not valid yet: The assignee can act on behalf of the assignor from the start date of the mandate.
• Invalid: The assignee cannot act on behalf of the assignor because some of the details of the mandate have changed. Invalidate the invalid mandate and request a new mandate if necessary.
• The mandate theme is not in use: The assignee may no longer be able to act on behalf of the assignor because the mandate theme used in the mandate is no longer used for new mandates. Check whether the mandate theme that is no longer in use can be used for acting on behalf of someone in the e-service you need. Request a new mandate if necessary.

The mandates for transactions that you have received in Suomi.fi e-Authorizations are valid for a specific length of time when they are granted. You can also invalidate a mandate to its expiration.

How to invalidate a mandate:

1. Select one or more assignors on the Received mandates page. If you select one, you will see a list of all the mandates this assignor has given. If you select more than one, you will see all the mandates of all selected assignors.
2. Select one or more mandates from the list for invalidation.
3. Invalidate the mandates you have selected.

If you want to invalidate a large number of different mandates at one time, begin use of the selection basket. 

You will see the invalidated mandates on the Expired Mandates page. The assignee will not automatically be informed that the mandate has been invalidated.