Review client name, logo, testimonial and case-study permissions

CONF-002 · Confidentiality

Review client name, logo, testimonial and case-study permissions

Do not publish client identity, logo, testimonial, case study or reference without separate written approval.

High

Due 15 Feb 2027, 12:00 AM

Contractual Requirement and Action Plan

Agreement / Client

BIZ-2026-00004
DSB law group

Clause / Schedule

Publicity

Owner

Yash Agarwal
finwellrowth@gmail.com
Finwell

Due Date

15 Feb 2027, 12:00 AM

Communication

Not Sent

Evidence

Not uploaded

Internal Action Points

Review marketing pipeline and existing permissions/expiry/revocation.

Evidence Required

Marketing-consent register.

Upload Compliance Evidence

Update Control Record

Why This Is a Risk

Due in 169 day(s)Risk classification considers contractual severity, current status and time remaining. Red items require immediate action and evidence-based closure.

Created

22 Aug 2026, 11:37 AM

Completed

—

Recurrence

Quarterly

Cycle

2027-02-15

Complete Activity Trail

No activity recorded.

Contractual Obligation Control

High Risk · Due in 169 day(s)