Identify the exporter, buyer and payer
Set out the exporting company, contractual buyer and expected payer Where several parties are involved, explain the genuine relationship so it can be assessed in the relevant review
Describe the order and payment needs
- New or used vehicles, quantity and destination
- Expected value, currency and payment timing
- Order stage and intended shipment schedule
- Existing accounts and the issue you want to resolve
Ask about scope and fees
Confirm the proposed services, actions your team must complete and reviews handled by institutions Platform fees, institution fees and any unresolved points should be explained separately
Prepare documents after the scope is clear
There is no need to send every sensitive record during an initial enquiry Confirm the relevant service and communication channel first, then prepare the agreed information and keep track of versions
Frequently asked questions
Should we open an overseas account first?+
Not necessarily Discuss payment needs and existing arrangements before deciding whether account assistance is required
Can we enquire before signing an order?+
Yes Explain the intended business and market A specific arrangement can be refined as the order details become available