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intratrade checklist
Documentation
Ensure all necessary trade documents are prepared.
Verify that invoices reflect the correct amounts and terms.
Check that packing lists are complete and accurate.
Confirm that certificates of origin are included as required.
Compliance
Review compliance with import/export regulations.
Ensure all licenses and permits are up to date.
Verify adherence to trade agreements and tariffs.
Check for adherence to health, safety, and environmental regulations.
Logistics
Confirm shipping arrangements and schedules.
Verify shipping routes and methods are optimal.
Ensure packaging meets transport requirements.
Check that insurance coverage is in place for goods in transit.
Payment
Verify payment terms and conditions are agreed upon.
Ensure financial transactions are secure and documented.
Confirm any necessary letters of credit or bank guarantees are in place.
Check for currency exchange rates and implications.
Communication
Ensure all parties involved are informed of timelines and requirements.
Confirm points of contact for each party.
Set up regular updates or meetings for status checks.
Document all communications for future reference.
Post-Trade Evaluation
Review performance metrics and outcomes.
Gather feedback from all parties involved.
Analyze any issues or challenges encountered.
Document lessons learned for future trades.
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