SM GLOBALS — INITIAL DISCUSSION CHECKLIST

Use this checklist to prepare a concise business brief.
No information is submitted or collected through this download.

1. YOUR OBJECTIVE
What would you like to achieve?
Which service area appears relevant?
Project finance, corporate finance, financial structuring, international trade,
strategic transformation or standby letters of credit (SBLC)?
Why does this requirement matter now?

2. YOUR BUSINESS CONTEXT
What is the business or project?
Which markets and parties are involved?
What timing or existing commitments should be understood?

3. YOUR NEXT DECISION
What needs to be decided or progressed?
Who is responsible for the decision?
What information is already available?

Keep your initial brief concise. Document sharing and engagement scope
are agreed separately through an appropriate channel.