Recommended Practice

Recommended best and good practice documents that are relevant to TeX members can be found below.

TeX Overseas Transfers Guide
TeX Conversions Guide
TeX Operations Best Practice Guidance
Guide to E-signatures in England and Wales
Payments by cheque
Transfers checklist
Share class conversions statement of recommended practice – December 2020
Recommended practice for client details and account numbers – May 2020
Rejection reasons for electronic transfers – April 2016
Residual balances statement of recommended practice – October 2014