Please see attached files.
The 'things to follow up' file is a summary of the most important things we have discussed during my visit.
I have put some target dates on them. Hopefully, you can progress and get them done by the dates shown (or earlier if you can of course). The date for installing and using the Express system is your planned dates that you told me.
The 'financial health questionnaire' is based upon all our discussions. Would you please read it and let me know if you do not agree with anything, or have any other comments.
The 'finance policy' is the translation that you gave me (you have it already. As you make any other rules/policies, they should be added to this document.
If you have any questions about anything, please get in touch, email me.