Recommended Practice

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

Recommended practice for client details and account numbers – May 2020

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Rejection reasons for electronic transfers – April 2016

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Transfers checklist

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Residual balances statement of recommended practice – October 2014

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Share class conversions statement of recommended practice – December 2020

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Guide to E-signatures in England and Wales

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