Mandate PDF and portfolio instruction together?

Before a mandate, portfolio instruction, capital-call notice or allocation memo is relied on—or challenged in a boardroom or audit—timestamp the exact version you will keep on file. TimeBinder^® makes a fingerprint in your browser. The files stay on your device. You get a checkable Proof of Time Certificate that shows each exact file existed no later than a recorded time. It does not show who has authority, whether a trade was suitable, or how a mandate dispute must end. Free to start.

The routine: date mandates and instructions when they change
Situations this habit is built for
Why internal DMS dates are often not enough
What a TimeBind shows, and what it doesn’t
Frequently Asked Questions

The routine: date mandates and instructions when they change

Freeze the set: signed investment mandate or IPS, discretionary trading authority, portfolio instruction or rebalance directive, capital-call or allocation memo, and risk-disclosure packs tied to the mandate.
Optional. Check hashes with the free SHA-256 hash checker.
Timestamp the pack (up to 10 files or one zip). Your first Pooled TimeBind is free, with no credit card required.
Save the Proof of Time Certificate with the client or fund file.
Issue or act. When the client or board revises an instruction, timestamp the new PDF before you implement it. Keep prior dated versions.

See timestamp trade instructions and confirmations, how to timestamp a contract version, and how to timestamp a file.

Situations this habit is built for

Useful points from the retired investment, boardroom and audit Scenario pages:

Missing or superseded portfolio instructions. After a market drop, firms are often accused of acting on a later instruction. Date the signed instruction you held when you traded.
Trading mandates under review. Discretionary authorities get challenged as altered after submission. A fingerprint of the signed mandate PDF supports the version you relied on.
An illustrative scenario. Resolving a trading authority dispute with a document timeline shows the same question when a discretionary authority is challenged.
Email cannot silently rewrite a mandate. Treat email proposals as correspondence. Timestamp the signed mandate; require a signed variation for real changes.
Capital-call and allocation memo timing. Board fights over when a call notice or capital allocation memo existed are version fights. Date each issued PDF.
Altered portfolio instructions and directives. A later email attachment with the same filename is still new bytes. Timestamps make that visible.
Risk-disclosure timelines in audits. Cross-border and local audits escalate when disclosure packs appear restated after losses. Timestamp disclosure PDFs when given to the client or board, and again if updated.
Boardroom valuation or projection packs. Same rule: the deck or model PDF that left the room gets a date; later edits are new files.

Why internal DMS dates are often not enough

Document-management “created” times follow your servers. Admins can replace files. A blockchain timestamp is outside that trust boundary. See is a blockchain timestamp admissible in court? and evidence of when a file existed, by profession.

What a TimeBind shows, and what it doesn’t

A TimeBind shows that this exact file existed no later than the recorded time. It does not show authorship, ownership of assets, investment authority, suitability, disclosure adequacy or a regulatory outcome. It does not replace compliance, custody or legal advice. This is general information, not legal advice.

Your file’s fingerprint, anchored to a global network secured by real electricity and cryptography.

Editing a file—including with AI—changes its fingerprint, not its existing network record.

How this works

Your file’s SHA-256 fingerprint, a short code worked out from its exact contents, is made in your browser, and the file itself stays on your device. A cryptographic commitment to that fingerprint, which may be combined with others, is then anchored in a block on the Bitcoin blockchain. Bitcoin is secured by proof of work: computers around the world spend real electricity to add each block, and changing an earlier block would mean redoing that work faster than the rest of the network. Until that block is confirmed, your proof is pending. Once the Bitcoin anchoring is confirmed, you can verify the proof against that recorded commitment. The confirmed record can then be checked; Pooled TimeBinds are checked through TimeBinder, while ASAP TimeBinds can also be checked independently. If you check the file later and its fingerprint still matches, that shows the file existed no later than the recorded time. The record doesn’t show who made the file, whether AI was used, or that its contents are true.

Your filestays on your device
FingerprintSHA-256
Network timestampon Bitcoin

Frequently Asked Questions

Mandate PDF and portfolio instruction together?

Yes—up to 10 files in one TimeBind, or zip them.
Client says they never signed the mandate you hold?

A timestamp dates the PDF bytes; it does not prove the wet-ink or e-sign was genuine. Keep your signing evidence separately.
Capital call issued, then numbers corrected?

Timestamp the corrected notice as a new file. Keep the earlier certificate.
Risk disclosure updated after volatility?

Timestamp the updated disclosure before you send it. Do not overwrite the prior dated pack.
What does it cost?

Your first Pooled TimeBind is free, with no credit card required. After that, from US$5; ASAP is US$15. See plans and pricing

Timestamp your mandate or instruction free

Show that this exact file existed no later than a recorded time. Files stay on your device. Get a checkable Proof of Time Certificate. Free to start. Open TimeBinder

Inna Hall

Inna Hall is an Australian lawyer admitted to the Supreme Court of Queensland and the High Court of Australia in 2013. She has worked across government and private legal practice and is the director of TimeBinder, focusing on document authenticity, evidentiary risk, and blockchain-based proof of existence.