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Next steps · Getting help

What can you send your broker or adviser now?

Short answer

Copy and adapt this request:

Aerial view of a yacht in clear water
Key points from this page
  • The immediate objective is a defensible decision—not a larger shortlist.

We are arranging a professionally crewed charter for [dates], with [guest configuration], and a total-trip ceiling of [amount and currency]. Our non-negotiables are [requirements].

Please provide up to three suitable proposals using the same assumptions. For each, include dated availability, any option deadline, cabin allocation, expected operating expenses, separate taxes and charges, payment dates, and the complete proposed agreement.

Please identify who can confirm passenger permissions, current crew arrangements and itinerary feasibility. Mark anything not yet established rather than treating it as included or confirmed.

Our decision-maker is [role], our approval deadline is [date/time zone], and no new commitment or payment is authorized by this enquiry.

The immediate objective is a defensible decision—not a larger shortlist. Keep your trusted broker if the relationship works; add independent or specialist help where a material question remains unanswered.

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