Appendix C

(Reference: guideline 4.19)
Trust Account Guidelines contents

 

Sample register of valuable property

 

 Page No.

 

 Client’s name:

 

 Client or Matter No.

 Held on behalf of:

 

 

 Security expressed in favour of:

 

 

 Date

 Received

 Item

 Face Value $

 Maturity

 Date

 Disposal

 

 

 

 

 Date

 To Whom

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Notes:   

1.  This format will serve for security documents as well as chattels.

2.  Where a computer system includes a deeds register, that will usually meet the need.

 

Trust Account Guidelines contents 

© New Zealand Law Society 2008