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Do not publish client identity, logo, testimonial, case study or reference without separate written approval.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 06 Jan 2027, 12:00 AM

Contractual Requirement and Action Plan

Agreement / Client

BIZ-2026-00003
Taxmanntri Consultancy Private Limited

Clause / Schedule

Publicity

Owner

Yash Agarwal
finwellgrowth@gmail.com
Finwell

Due Date

06 Jan 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 129 day(s)Risk classification considers contractual severity, current status and time remaining. Red items require immediate action and evidence-based closure.

Created

18 Jul 2026, 10:42 AM

Completed

—

Recurrence

Quarterly

Cycle

2027-01-06

Complete Activity Trail

No activity recorded.

Contractual Obligation Control

High Risk · Due in 129 day(s)