Trade knowledge guide
Customer Data & Confidentiality
Collect only information needed for an inquiry and explain the purpose and contact channel.
Key caution
Do not publish customer private messages, personal contacts, bank data, credentials or confidential supplier/client documents without authorization.
Practical checklist
- Record product, parties, origin, destination and relevant dates.
- Define contract responsibilities and acceptance criteria in writing.
- Request documents relevant to the exact product and market.
- Verify material claims with an official source or issuing body.
- Keep quote versions, approvals, payment records and shipment documents.
- Resolve uncertainty before irreversible payment or shipment.
General education only; confirm current obligations with official authorities and qualified professionals.