After completion
Keep the record alive.
Ownership evidence should remain usable after the transfer. A dated owner record helps separate fact, opinion, cost and decisions due.
Current information
The record can hold the purchase file, warehouse acknowledgement, storage and insurance status, sample and regauge history, correspondence and decision notes.
It is not a trading dashboard and should not imply a live market value. Its job is to show the current documentary and custody position.
- Cask identity and title file
- Custody status and warehouse confirmation
- Storage and insurance records
- Sample and regauge history
- Decisions due and action log