Sales & Business DevelopmentOpen accessPublished 3 Oct 2026
Assemble a preparation brief for a client RFQ — instrument summary, client context (tier, KYC/AML status, jurisdiction), surfaced suitability/eligibility flags, and prior-activity summary — and deterministically check it against the required-sections checklist, for a sales trader to review before responding. Use when a sales trader asks to "prep this RFQ", "build the client brief for this inquiry", "what should I know before I respond to this RFQ", or "flag any suitability issues on this client". HARD BOUNDARY: R3 draft/decision-support only — it NEVER quotes or sets a price, makes a firm bid/offer, commits or executes for the firm, or makes a suitability/eligibility dete…