Share the details

The rules, on one page, before the document.

Three one-page checklists, each built only from what a named institution publishes, with the source and the date it was read printed on the page. Sent by email, opened at once, no payment.

Questions

Before downloading.

Why free?

The checklist states the rule; the desk produces the document that meets it, from the details the Client shares.

Is it legal, tax or lending advice?

No. Each page reproduces what the named source publishes, with the date read. The source governs and the adviser confirms.

What follows the email?

Nothing, unless the box is ticked. Then three short notes, one a week, each tied to one section of the related document. Stop at any time.

Ready when the brief is.

Replies are targeted within four working hours. The price is on this site; the only thing left to agree is the start date.