DEAL TOY CHECKLIST (Download Here)

GENERAL
Know your policy:

• $100/ea + $500 set-up + shipping & tax.
• 35 pieces max Approval required before sample production
• Pre-approval required before any out of policy designs or estimates
• Purely decorative / no utility

DESIGNS
What to prepare before designs can start:

• Deal terms / tombstone info (Download template here)
• Design Guidance
• Deadline / meeting, to show a sample or give finals

SAMPLE PRODUCTION
SUBMIT for approval to JPM expense management:
CIBexpensemanagement@jpmorgan.com

            • Completed Internal JPMorgan form
            • Approved Buttonwood design
            • Formal estimate from Buttonwood

• Review text for accuracy / typos / omissions
• Confirm sample production to your Buttonwood team
• Confirm ship to address for sample

… WHILE YOU WAIT …

• Compile recipient list
• Complete shipping instructions

SAMPLE REVIEW

• Review text for accuracy / typos / omissions
• Share sample with deal team
• Communicate any changes or approve final production

PRODUCTION APPROVAL

You’ll receive an order confirmation email including:

• Deadline (if any)
• Design
• Expense
• Shipping instructions