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Nt1330 Unit 3 Assignment 1 Study Guide

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8. When a quarter needs to be certified for (the end of March, June, September and December), question 6 will appear in addition to the usual questions 1-5 of the monthly certificate: 'During that quarter the practice had a duty to collect interest on loans, lawyers nominee company securities and contributory securities on behalf of any lender' If you select 'Yes' to this question, an additional set of questions will appear to clarify what type of lending the firm does (see next page). If you select 'No', you don't need to answer anything further. 9. In the case of either a monthly or quarterly period, type your name into the 'TA Supervisor' box. Entering your name means that you are digitally signing the certificate. There is no prescribed format for this field. …show more content…

Tick 'Send an email to TA Supervisor when submitted' by clicking in the box labelled as such. 11. When you are ready to submit, tick 'Submit' and then click on the 'Save' button. 12. If you want to save a partially-completed certificate, do not select 'Submit'; only click on the 'Save' button. You will see the message 'You have not ticked to submit this certificate. Certificate will be saved only'. You will then return to the main certificate screen. If you wish to re-enter the saved certificate, click on 'Edit' again. You cannot amend a submitted certificate, once in the 'Existing Certificates' area. If you believe that you have made an error once the certificate has been submitted, you will need to contact the Inspectorate via email at: trustaccountcertificates@lawsociety.org.nz, or phone 04 463 2974 and speak to the Financial Assurance Administrator. 13. When you have completed your certificate, click on

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