Form - My protection mandate 2026

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by selecting either a single mandatary or multiple mandataries. Fill in their names, dates of birth, addresses, and your relationship to each.
  3. Designate a substitute mandatary if your primary mandatary is unable to act. Provide their details as required.
  4. Specify your housing preferences and any end-of-life wishes in the respective sections.
  5. Indicate the powers of administration you wish to grant your mandatary regarding your property, choosing between simple or full administration.
  6. Complete the remuneration section by specifying how you would like your mandatary compensated for their services.
  7. Ensure all necessary initials and signatures are included at the bottom of each page, including those of witnesses.

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Mandate Form means the form by which you have instructed us on the number and identity of the person(s) authorised to operate the Account. This includes the Account opening application form.
The protection mandate, previously called the mandate in case of incapacity, is an official document that lets you express your wishes and designate who will take care of you and your property in the event you become incapable.
When the mandator is no longer able of take care of themselves, manage their property or exercise their rights, and needs to be represented for several of these acts, the court must be petitioned to enforce the protection mandate. This is called homologation of the protection mandate.
A protection mandate is a document in which a person expresses their wishes and names one or more trusted people to look after their person and their property should they become incapable.

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