Downloads

Prepare the first review without overloading the first contact.

The download area stays deliberately focused. Documents are provided after the first review path is clear.

Initial contact checklist

Short preparation for the first exchange: facts, persons involved, companies, jurisdictions and potentially relevant documents.

Structured questionnaire for key mandate data, contacts, companies and tax-relevant facts.

Overview for recording material assets, shareholdings, bank accounts and further relevant positions in an orderly way.