JPMorgan
Deal Toy Checklist
This page was designed specifically for our friends at JPMorgan. This is a collection of resources to help your deal toy journey be as efficient and enjoyable as possible. We aim to build lasting relationships based on trust and transparency.
Download our JPM Deal Toy Checklist.
Download details about our JPM Deal Toy Process.
Can't find what you need? Email us or call
+1.212.427.1635
1
GENERAL
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Know JPM policy:
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$85/ea + $500 set-up + shipping & tax. 35 pieces max
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Approval required before sample production
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Pre-approval required before any out of policy designs or estimates
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Purely decorative / no utility
2
DESIGN
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What to prepare before designs can start:
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Deal terms / tombstone info
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Design Guidance
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Deadline/ meeting, to show a sample or give finals
3
SAMPLE PRODUCTION
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SUBMIT for approval to JPM expense management CIBexpensemanagement@jpmorgan.com
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Completed Internal JPMorgan form
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Approved buttonwood design
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Formal estimate from Buttonwood
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Review text for accuracy / typos / omissions
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Confirm sample production with your Buttonwood team
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Confirm ship to address for sample
4
WHILE YOU WAIT
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Compile recipient list
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Complete shipping instructions
5
SAMPLE REVIEW
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Review text for accuracy/ typos / omissions
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Share sample with deal team
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Communicate any changes or approve final production
6
PRODUCTION APPROVAL
You'll receive a "design & expense approval" email
This email is to confirm the final information
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Deadline
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Design
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Expense
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Shipping Instructions
Let's Work Together
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