- Assignment objective
- Meet buyer prospect, qualify requirement, report basis for broker travel decision.
- Client
- Confidential client · Dubai, UAE
- Client requirement
- Motor yacht, 30–40 m, refit or late model, Gulf based for winter use.
- Stated budget
- Indicated range provided verbally. Not yet documented.
- Purchase timeline
- Intends to decide within the current season.
- Decision makers
- Principal, with one family adviser involved in the final decision.
- Yachts already considered
- Two candidates seen previously through another broker.
- Viewing feedback
- Positive on layout and condition. Reserved on tender arrangement and crew accommodation.
- Commercial objections
- Asking price considered above comparable regional inventory.
- Information not yet verified
- Budget confirmation, ownership structure, intended flag.
- Open compliance questions
- Identity documentation and source of funds not yet provided.
- Recommended next action
- Direct broker call within seven days. Travel justified only after budget confirmation.