Main line · Tally
Settlement Tally Sheets
Organise settlement comparison rows and handoff checklists into tally sheets you can circulate.
We help gather settlement rows, counterparty notes, and who signs which line into a one-page tally that can be passed between desks. We do not execute trades, hold funds, or promise that a bank will accept a settlement instruction.
Included in the work
- Settlement row layout
- Counterparty note column
- Sign-off summary
- Circulation log
Not included
- Trade execution
- Fund holding or escrow
- Bank acceptance guarantees