Track secondary-market certificate dates and transaction stages
Keep issue, expiry, application and agreement dates together while preserving each document's distinct requirements.
Keep each document's own dates
Record dates and terms from the actual letter and certificate rather than only the receipt date. Routes, issuers and document types can have different validity requirements.
Give the intended agreement date to the transaction professional to check certificate and nomination requirements. Follow official arrangements for expiry or changed particulars rather than assuming an extension.
Review document and transaction dates together
The record does not itself determine validity.
| Item | Record | Follow-up |
|---|---|---|
| Letter | Issue date and requirements | Check the application window |
| Certificate | Effective date, expiry and scope | Check the wording |
| Agreement | Planned and executed dates | Confirm with the solicitor |
| Change | Particulars and handling status | Follow up with the issuer |
Example: receipt and issue dates differ
A late receipt does not restart every validity period. Keep the original dates and notices for checking the applicable window.
Support each timeline entry
- Issue and receipt dates are distinct
- Validity is checked against the document
- Extensions are not assumed