What to have ready
An optional checklist, not a requirement
You don't need to tick anything or have every item before you get in touch. Having these to hand can save time later. If something is missing, just tell us. Your ticks stay on this page and aren't sent to us.
Tick off what you already have, if it helps.
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Query the accountHow we help
Talk through what happened
Discuss whether the arrangement can be reviewed
Agree next steps with the business that referred the account
What can happen next
An arrangement may be restored, changed or ended, depending on the circumstances and our client's instructions.
Worth knowing
Any new arrangement needs our client's agreement.