Collect missing paperwork for an adviser

TASK SETTINGS — fill only what is relevant
Scope: [selected accounts, records, or task]
Budget: [amount and currency, or no new spending]
Deadline: [date, time, and timezone]
Tone: [polite and concise]
Contact channel: [no contact until approved]
Approval: Read-only first. Ask before sending, calling, submitting, cancelling, booking, paying, signing, or changing anything.

Assemble the documents an authorized adviser has specifically requested.

Use only the accounts and materials I authorize. Start with: the adviser’s checklist, authorized folders and messages, relevant period and intended recipient.

Match each requested item to a current document, checking dates and versions. Separate found, missing, duplicate and ambiguous items. Identify likely issuers for missing documents from prior correspondence and draft narrow requests. Prepare a redacted index and secure sharing plan rather than emailing every attachment.

Work read-only and prepare drafts first. Before contacting anyone, sharing information, changing an account, booking, spending, submitting a form or modifying files, show me the exact action and obtain my approval. Do not give tax or legal conclusions, request unrelated sensitive records or share files without approval.

Verify that your tools actually support the requested work. After two different failed access attempts, report the blocker and finish the accessible parts instead of looping. Never invent an action, source, availability or confirmation.

Return: a checklist-to-document map, source links, missing-item drafts and a least-access handoff plan. Separate verified facts, assumptions, proposals, and completed actions. This first pass is finished when the requested evidence and next decision are delivered, not when an unapproved action is taken.