Checklists & Templates Resources
Ready-to-use checklists and document templates.
UAE Free Zone Selection Checklist
The 20-point checklist we use internally to shortlist the right UAE free zone for a given business activity and budget.
Company Formation Documents Checklist
Every document typically requested by UAE licensing authorities, banks and immigration — organised by shareholder type.
Corporate Tax Compliance Checklist
A structured checklist to prepare your business for UAE Corporate Tax registration, record-keeping and filing.
VAT Registration Checklist
Prepare your VAT registration file — thresholds, supporting documents and post-registration obligations.
UAE Business Bank Account Checklist
The pre-qualification file we prepare for our clients before submitting their corporate bank account application.
Investor Visa Documents Checklist
The document pack typically required to secure an investor residency visa in the UAE.
Saudi Arabia Market Entry Checklist
Practical checklist for entering the Saudi market — MISA licence, Saudization, banking, tax and RHQ considerations.
Annual Compliance Calendar
A one-page annual view of your UAE company's typical filing and renewal obligations across licence, tax, VAT, ESR and UBO.
AI Automation Readiness Checklist
Assess whether your business is ready to deploy AI and workflow automation — and where to start.
Business Plan Preparation Template
A structured template to prepare a bank-ready business plan for UAE licensing, banking and investor conversations.