Finwell

Contractual Obligation Control

BIZ-2026-00004 · DSB law group

High Risk · Due in 297 day(s)

Send 60-day renewal proposal · Term / Renewal · Current status: Pending

REN-003 · Renewal

Send 60-day renewal proposal

Provide the client sufficient time to review the proposed renewal and any changes.

High
Due 23 Jun 2027, 12:00 AM

Contractual Requirement and Action Plan

BIZ-2026-00004
DSB law group
Term / Renewal
Yash Agarwal
finwellrowth@gmail.com
Finwell
23 Jun 2027, 12:00 AM
Not Sent
Not uploaded

Internal Action Points

Send proposal; record delivery and follow-up owner.

Evidence Required

Renewal proposal and delivery proof.

Prepared Client Communication

Not Sent
Open in Email Client

Upload Compliance Evidence

Update Control Record

Why This Is a Risk

Due in 297 day(s)Risk classification considers contractual severity, current status and time remaining. Red items require immediate action and evidence-based closure.
22 Aug 2026, 11:37 AM
None
once

Complete Activity Trail

No activity recorded.