Get Trade Record Sheet

This guide simplifies the process of completing the Trade Record Sheet online. Follow these steps to ensure accuracy and compliance while filling out the necessary information.

Follow the steps to accurately complete the Trade Record Sheet.

1. Click ‘Get Form’ button to obtain the form and open it in the appropriate online editor.
2. Begin by entering the brokerage name and deal/trade number in the designated fields at the top of the form. This identifies the transaction and the involved brokerage.
3. In the seller information section, provide the contract date and enter the full names of the seller, their address, telephone number, and email address.
4. Next, fill in the buyer information section with the full names of the buyer(s), their address, telephone number, and email address.
5. Proceed to the conveyancing lawyer/notary sections for both seller and buyer. Input the names or details of the legal representatives responsible for the transaction.
6. In the trading services information and deposit information sections, specify the nature of the trade (e.g., sale or lease) and provide details about the initial deposit, including the amount due and due date(s).
7. Fill in additional details including the sale price, street address of the property, and the name of the party holding the deposit.
8. Complete date information by specifying the adjustment date, PID, possession date, and completion date, ensuring to document key dates relevant to the transaction.
9. In the remuneration information section, enter the amounts and details for licensee remuneration including GST, referral fees, and brokerage remuneration.
10. Review and fill in the ledger details as necessary, documenting relevant dates, descriptions, and amounts in trust accounts or general accounts.
11. Finally, ensure that all information is accurate and complete. You may save your changes, download, print, or share the filled-out form as needed.

Complete your Trade Record Sheet online to facilitate smooth transactions.