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Post transaction wrap up
Within 30 days of a transaction completing Panel Firms must deliver a post transaction wrap up report (.DOC 34KB) for that transaction to the relevant business team.
The pro forma sets out the Group's minimum wrap up requirements. Please use this format unless you have previously agreed an alternative format with your NatWest Legal contact. Where an agreed wrap up is already in place, this should be amended to ensure that it complies with the attached minimum requirements.
In addition, please note that the wrap up requires that any unusual qualifications or assumptions in your opinion are discussed with your usual NatWest Legal contact prior to being finalised - for example, if the documentation produced does not comply with the PRA's most recent requirements for net reporting/credit risk mitigation.
Post transaction wrap up report (.DOC 34KB)
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