Before you enquire.
A little context helps make the first conversation more useful. You can begin with a short outline.
You do not need
a finished brief.
Start with what is known and what needs to be understood. A first discussion can help establish whether a financial analysis assignment is appropriate and what information may be relevant.
A useful outline.
The question
What do you need to understand, test or explain?
The context
Briefly describe the matter and the purpose of the proposed analysis.
The available records
Outline the types of information available without attaching sensitive documents.
Important dates
Mention any known deadlines or events that affect the discussion.
A few practical points.
Should I send financial documents now?
Please keep the initial enquiry to a short outline. Secure exchange arrangements can be considered after the matter and the information required have been discussed.
What if the question is still unclear?
Explain the background and the part you are finding difficult to understand. The first discussion can help define a useful financial question.
Tell us the background.
Begin with a short description. Please leave out account numbers, passwords and confidential records.
Discuss an enquiry