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