Give preparation an expiry review

When a proposal includes future receiving information, record the occasion for which it was prepared and when the team should recheck it. The review concerns your own instruction pack; do not claim the underlying account or receiving details expire on that date. Commercial scope, account eligibility or provider guidance could need a fresh check.

Reissue deliberately

If the client returns much later, confirm the current arrangement and issue an updated instruction where appropriate. This is especially useful when a proposal was assembled before the relevant service became available. Tap Tap Go’s vIBAN and euro-transfer plans remain coming soon; a prepared document cannot establish that future access has been approved.

Imagine this

An illustrative future scenario

Picture a consulting proposal returning after several months of negotiation. Before accepting the deposit, the finance owner reviews the receiving-information pack instead of assuming the original draft still describes an active supported route.

Make it practical.

Use this checklist as you read. Checks are not stored.

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