What should I include in the first request?
Your company, your role and a short description of the requirement. If known, you can indicate the product and transaction stage. Please leave out identification documents, banking details and confidential counterparty information.
Does submitting the form start an engagement?
The form is a request for a discussion. We review it with you and agree the scope, responsibilities and commercial terms before the authorised representatives sign an engagement agreement.
Can I sign an agreement directly on this page?
Signing follows the initial review and agreement on terms. The authorised representatives receive a personal DocuSign invitation for the prepared document; there is no general agreement to accept at the enquiry stage.
How are fees and partner arrangements agreed?
Client fees are set out in the written engagement. A commercial partner's responsibilities and any fee sharing are addressed in a separate agreement for that collaboration.