Provide both and have the conflict or interaction explained. The investment narrative should not choose one set of terms while ignoring another agreement that governs the transaction.
Reconcile conditions before describing the commitment
Identify approval, training, payment and termination provisions and the responsible parties. Ask the transaction adviser which obligations control and what amendments are needed. Preserve the original and revised records. Immigration preparation should describe the actual enforceable arrangement, including conditions not yet satisfied.
Hypothetical example: A treaty-national owner of a custom bicycle workshop pays a deposit, signs a lease option, and receives family money through two accounts before wiring funds to escrow. Build a chronological record from lawful source to the business payment. The first review should produce a source-and-path ledger, ownership chart, executed contract set, escrow instructions, and business plan tied to the actual workshop. Keep bank statements with the records that explain each deposit; a final balance alone does not show the route taken. Ask what happens to each payment if closing fails and preserve any amendment. Errors occur when a business plan assumes an asset transfer that the agreement does not yet grant, or when an unexplained intermediary account interrupts the funding story. Review treaty ownership and operating authority alongside the money trail.
Reconcile account names, dates, and amounts across the entire ledger. A single unexplained deposit can obscure an otherwise lawful funding path and should be explained with its own source record.