Export Documentation – How and Why?

This full-day programme emphasises the significance of export documentation when trading internationally.

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Member Price: £245.00 (ex VAT)
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Non-member Price: £275.00 (ex VAT)


From laying the foundations that ensure an understanding of documentary requirements, we then follow the chronological journey of the export process and the documents involved – from enquiry through to successful delivery of the goods.

It is a practical programme that teaches attendees what the documents are, where to get them from, how to complete them, what to do with them – and (most significantly) WHY they are required.

The programme includes only real documents correctly completed by real exporting companies – and includes real case studies of how things can go wrong - and how to prevent that from happening.

The programme teaches delegates how to avoid costly mistakes whilst ensuring full legal compliance.


The foundations:

  • Why documents are so important!
  • Exporters responsibilities
  • Sources of information
  • Documentary production
  • Record keeping requirements – administration and communications
  • Information that documents must include – and why! Including a guide to understanding Incoterms® 2020, the commodity code and the need to prove origin correctly.

The documentary “journey”:

  • the export quotation
  • invoices
  • packing lists
  • Cargo booking instructions
  • Customs’ entries
  • The official documents the exporter prepares - including export licences
  • Certificates of Origin
  • Preference documents including the EUR1
  • Pre-shipment inspection
  • Quality certification
  • An overview of other product documentation needed by an importer/importing country
  • Cargo insurance considerations

The programme finishes with a post-training “things to do list” and a final list of important tips and hints and reminders!


9.00am until 4.30 pm – with two 15-minute breaks (am and pm) and a 30-minute lunch break

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This course will be given by

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Steve Townsley

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