Authorized representative in Portugal: mandate, scope and dates
Step 1
Confirm flow rule
Step 2
Validate powers and parties
Step 3
Sign without retroactivity
Step 4
Update all records
| Control | Evidence to preserve |
|---|---|
| Framework | Entity, product, channel, flow and foundation |
| Submission | Version, date, person responsible and receipt issued |
| Maintenance | Source data, approval and next action |
When to check representation
The need and regime for an authorized representative depend on the flow, the producer's establishment and the rules in force. The analysis must be done by entity and by product.
Do not assume that a mandate from another Member State or another stream automatically covers Portugal.
The mandate must be verifiable
Record the parties, flow, powers, signature date, start date and version. The warrant must be available before it can be used as evidence.
Do not change dates or describe a relationship as existing before it is formalized.
End or replacement
A change of representative requires coordination of access, frameworks, documents and outstanding responsibilities.
Keep proof of the transition and confirm the status on the platform and with relevant entities.
Conclusion
Framing comes before form. Always link the entity, product, channel, and stream to the applicable official source.
The evidence must be traceable. Store versions, dates, approvals, submissions and documents issued by each external entity.
Third party decisions are not guaranteed. APA, management systems and platforms control their own procedures and results.