Professional work orders

Services built around the outcome you need.

Commission defined professional support without implying membership, verified-client status, transaction approval or Private Transaction Room access.

TBH / SERVICESUNDERSTAND • SELECT • PROGRESS

Trade Base Hub professional commercial services

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Transaction supportStructure and progress an opportunity.Document servicesBuild the appropriate document framework.Counterparty riskStrengthen commercial decision-making.Settlement supportExplore escrow and paymaster coordination.

Service catalogue

Select a defined professional work order.

TBH-DOC-LIB-001

Document Template Library

Controlled commercial document templates and supporting guidance for structured transaction work.

For: Commercial teams selecting a starting document
Deliverables: Templates and use guidance for the selected library
Information needed: Document type, intended transaction and jurisdiction
Limits: Templates need adaptation; no legal opinion or automatic suitability

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TBH-DOC-DRF-001

Single Document Drafting

Commission the drafting of one defined commercial or transaction document to an agreed scope.

For: Parties needing one defined document
Deliverables: One scoped draft and agreed review steps
Information needed: Instructions, parties, commercial terms and source documents
Limits: No certification of enforceability or unlimited revisions

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TBH-CMP-CIS-001

CIS / KYC Preparation Pack

Organise identity, company, ownership, authority, role and supporting information for review.

For: Applicants preparing onboarding evidence
Deliverables: Organised CIS/KYC information and preparation guidance
Information needed: Identity, entity, ownership, authority and requested records
Limits: No KYC approval, compliance certification or independent verification guarantee

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TBH-DOC-NCN-001

NCNDA Preparation Service

Prepare opportunity-specific confidentiality and non-circumvention documentation.

For: Parties documenting a specific introduction
Deliverables: Scoped confidentiality and non-circumvention draft
Information needed: Parties, opportunity, protected information and agreed restrictions
Limits: No guaranteed enforceability or protection against every circumvention

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TBH-DOC-FEE-001

Fee Agreement Preparation Service

Record entitlement, calculation, allocation, payment triggers and applicable conditions.

For: Parties agreeing commercial remuneration
Deliverables: Draft fee allocation, calculation and payment conditions
Information needed: Beneficiaries, agreed rate/basis, payer and triggers
Limits: No earned fee, guaranteed payment or collection service

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TBH-DOC-IMF-001

IMFPA Preparation Service

Prepare appropriate multi-party fee-protection and distribution arrangements.

For: Multi-party transactions with agreed fee arrangements
Deliverables: Scoped IMFPA draft and distribution conditions
Information needed: Parties, genealogy, entitlements, settlement and payment instructions
Limits: Subject to executed agreements and settlement; no automatic payment

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TBH-CMP-REP-001

Authorised Representative Review

Review opportunity-specific authority, permitted acts and material limitations.

For: Principals and appointed representatives
Deliverables: Review record of documented authority and identified gaps
Information needed: Appointment, principal, opportunity, permitted acts and duration
Limits: No creation of authority or power to bind beyond the appointment

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TBH-TRX-DSB-001

Deal Summary / Transaction Brief

Create a decision-ready record of parties, roles, terms, proof, risks and next actions.

For: Decision makers reviewing a commercial opportunity
Deliverables: Structured brief of roles, terms, evidence, risks and next actions
Information needed: Opportunity summary, participants, proof and draft terms
Limits: Based on supplied evidence; no acceptance, funding or investment recommendation

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TBH-CMP-POF-001

POF / POP Readiness Review

Review transaction-aligned proof for relevance, consistency and verification readiness.

For: Buyers and sellers preparing transaction evidence
Deliverables: Readiness review of POF/POP relevance and outstanding checks
Information needed: Current evidence, issuer details, transaction and verification permissions
Limits: No confirmation of funds or product without appropriate independent checks

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TBH-TRX-STP-001

Transaction Starter Pack

Establish the core information, controls and documents needed to structure an opportunity.

For: Participants beginning a structured opportunity
Deliverables: Scoped core information checklist and starting document framework
Information needed: Parties, roles, asset, proposed terms and current evidence
Limits: Does not confer qualification, room access or transaction approval

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TBH-TRX-DRM-001

Private Deal Room Setup

Create a controlled environment for approved participants, records and communications.

For: Approved participants needing controlled coordination
Deliverables: Agreed room structure, participant permissions and record organisation
Information needed: Approved participant list, roles, reference and document requirements
Limits: No escrow, custody, buyer/seller verification or guaranteed settlement

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TBH-TRX-BCP-001

Broker / Consultant Protection Pack

Document introductions, genealogy, roles, expectations and appropriate relationship protections.

For: Brokers and consultants documenting introductions
Deliverables: Scoped genealogy, introduction record and fee documentation
Information needed: Parties, chain, introductions, authority and agreed fee expectations
Limits: No automatic fee entitlement, exclusivity or guaranteed remuneration

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TBH-ADD-PRI-001

Priority / Expedited Service

Request priority handling for an eligible, clearly defined service requirement.

For: Clients requesting faster handling of eligible work
Deliverables: Confirmed priority handling for an agreed service scope
Information needed: Existing work reference, complete inputs and required timing
Limits: Subject to capacity and written confirmation; no promised completion time

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Practical scope and preparation guidance

Priority / Expedited Service

TBH-ADD-PRI-001 remains an add-on to eligible work. Complete inputs, capacity and written timing confirmation determine availability. Check the valid Whop listing; no fixed completion time is promised.

Related guidance

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