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Safer exchanges
Safer exchange checklist
A practical prompt sheet for planning a handover, sharing only what is needed and checking an exchange together.
General organisational aid only. This template is not legal, financial or professional advice.
Strawbarter · Free UK-wide template
Before the exchange
Use the points that fit the kind of exchange you have arranged.
- Confirm what is being exchanged and the condition or scope each person expects.
- Agree the time, place and handover details directly with the other person.
- For an in-person meeting, choose a suitable public place and tell someone you trust your plan.
- Avoid sharing account passwords, payment security codes or more personal information than needed.
At handover
- Take time to check the item or confirm the service or skill being exchanged.
- Raise any difference from what you discussed before completing the handover.
- If the plan no longer feels right, pause and decide what to do next.
For a digital exchange
- Confirm what will be sent, how it will be shared and when.
- Take care with unfamiliar links or files, and do not share login details or one-time codes.