What should be completed before the deposit is released?
Use a final approval checklist, not a final brochure review.

- The principal has approved the guest group, cabin allocation and compromises.
- Passenger permissions and itinerary eligibility have been checked by the appropriate operator or adviser.
- Availability, option expiry and payment deadlines are recorded in writing.
- Expected spending, higher-spend exposure and cash advances are shown separately.
- Taxes and exclusions have a documented basis.
- Essential service and equipment commitments are addressed in the agreement as advised.
- Cancellation, breakdown, weather and yacht-sale questions have been resolved.
- Insurance has been evaluated against the actual payments and guest arrangements.
- Payment instructions have been independently verified.
- A pre-departure recheck of crew, equipment and embarkation arrangements is assigned.
Bottom line: keep the broker relationship if it works. Improve the decision by making the alternatives comparable, documenting what is known and withholding approval where a material condition remains unresolved.
Sources cited
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All sources for Comparisons