{"id":7737,"date":"2024-05-10T13:01:49","date_gmt":"2024-05-10T11:01:49","guid":{"rendered":"https:\/\/kliently.se\/?post_type=services&#038;p=7737"},"modified":"2025-08-12T20:17:31","modified_gmt":"2025-08-12T18:17:31","slug":"contract-note","status":"publish","type":"services","link":"https:\/\/kliently.se\/en\/services\/contract-note\/","title":{"rendered":"Contract note"},"content":{"rendered":"\n<div class=\"header-block alignfull\">\n\t\t\t<div class=\"inner-container\">\t\t\t<div class=\"acf-innerblocks-container\">\n\n<h1 class=\"wp-block-heading has-text-align-center\" id=\"h-get-help-drafting-a-contract-note\">Get help drafting a contract note<\/h1>\n\n<\/div>\n\t\t<\/div><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">A contract note is an important document for share transactions, both for buyers and sellers. It serves as a receipt for a completed share transaction and can also act as an agreement between the parties. The note is an essential record, both for proving that the transaction has occurred and when reporting share transactions for tax purposes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A contract note is a written document that specifies all the details of a share transaction. It confirms that <a href=\"https:\/\/kliently.se\/en\/services\/share-register\/\">shares<\/a> have changed ownership and contains all the relevant information both the buyer and seller need. To make sure the transaction is correctly documented and all parties agree, it&#8217;s important the note is clear and includes all necessary details.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-key-points\">Key points<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">For a contract note to be complete and valid, it should include the following details:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Parties\u2019 information<\/strong><br>The note should include the names and contact information of both the buyer and seller. This ensures that both parties are properly identified.<\/li>\n\n\n\n<li><strong>Share number series<\/strong><br>The document should specify the share number series. This clarifies exactly which shares are included in the transaction.<\/li>\n\n\n\n<li><strong>Number of shares<\/strong><br>The exact number of shares involved in the transaction should be specified. This helps avoid misunderstandings about the number of shares that have changed hands.<\/li>\n\n\n\n<li><strong>Price per share<\/strong><br>The price for each share should be stated in the contract note. The total amount for the entire transaction should also be stated.<\/li>\n\n\n\n<li><strong>Date of transfer<\/strong><br>The date when the shares formally change ownership should be clearly stated. This date is crucial for both the buyer and seller, especially for tax reporting.<\/li>\n\n\n\n<li><strong>Payment terms<\/strong><br>Details on how and when the payment will be made should be included. This includes payment method and timelines.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-signatures-and-validity\">Signatures and validity<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">For the transfer of existing shares, both the <a href=\"https:\/\/investor.vanguard.com\/investor-resources-education\/understanding-investment-types\/what-is-a-stock\">buyer<\/a> and seller have to sign the contract note for it to be valid. However, for a new share issue, where the company issues new shares to raise capital, only the seller\u2019s signature is required. A properly completed and signed contract note is essential for ensuring that the transaction is legally binding.<\/p>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-8f761849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-it-s-important\">Why it&#8217;s important<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">A contract note protects both the buyer and seller. It ensures that both parties have a clear and shared understanding of the terms of the share transaction. Additionally, it&#8217;s a necessary document for reporting share transactions in tax declarations, as it provides a detailed account of the transaction.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"document-info-block pink-border\">\n\t<div class=\"document-info-icon\">\n\t\t\t\t<svg version=\"1.1\" id=\"Layer_1\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" x=\"0px\" y=\"0px\"\n\t\t\t\t\t\t\t\t\t\t\t viewBox=\"0 0 35.2 40.1\" xml:space=\"preserve\">\n\t\t<style type=\"text\/css\">\n\t\t\t.st0{fill:#FFFFFF;}\n\t\t<\/style>\n\t\t<path id=\"choose\" class=\"st0\" d=\"M3.4,0C1.5,0,0,1.5,0,3.4v9.8c0,1.9,1.5,3.4,3.4,3.4h3.4v-0.5c0-3,2.4-5.4,5.4-5.4\n\t\t\tc1.8,0,3.4,0.9,4.4,2.3V3.4c0-1.9-1.5-3.4-3.4-3.4H3.4z M22,0c-1.9,0-3.4,1.5-3.4,3.4v9.8c0,1.9,1.5,3.4,3.4,3.4h9.8\n\t\t\tc1.9,0,3.4-1.5,3.4-3.4V3.4c0-1.9-1.5-3.4-3.4-3.4H22z M22,2.9h9.8c0.3,0,0.5,0.2,0.5,0.4c0,0,0,0,0,0v9.8c0,0.3-0.2,0.5-0.4,0.5\n\t\t\tc0,0,0,0,0,0H22c-0.3,0-0.5-0.2-0.5-0.4c0,0,0,0,0,0V3.4C21.5,3.2,21.7,3,22,2.9C22,2.9,22,2.9,22,2.9z M12.2,3.9\n\t\t\tc0.8,0,1.5,0.7,1.5,1.5c0,0.4-0.2,0.8-0.4,1l-4.9,4.9c-0.6,0.6-1.5,0.6-2.1,0L3.4,8.4C2.8,7.8,2.9,6.8,3.5,6.3c0.6-0.5,1.4-0.5,2,0\n\t\t\tl1.9,1.9l3.9-3.9C11.5,4.1,11.8,3.9,12.2,3.9L12.2,3.9z M12.2,12.7c-1.9,0-3.4,1.5-3.4,3.4v9.1c-2.9,4.1-2.9,5.3-2.9,5.8\n\t\t\tc0,2,1.4,4.5,4.2,7.4c1,1.1,2.5,1.7,4,1.7c0.3,0,0.6,0,1-0.1l5.8-1c2.1-0.4,3.8-1.8,4.6-3.8c0.9-2.3,1.5-3.9,1.7-4.7\n\t\t\tc0.5-1.6,0.2-3.4-0.6-4.8c-0.9-1.6-2.5-2.8-4.3-3.3c0,0-2.7-0.5-6.6-1.3v-5C15.7,14.3,14.1,12.7,12.2,12.7L12.2,12.7z\"\/>\n\t\t<\/svg>\n\t\t\t<\/div>\n\t<h3>Sign up for a business subscription today.<\/h3>\n\t<div class=\"acf-innerblocks-container\">\n\n<p class=\"wp-block-paragraph\">With us, you can sign up for a subscription that gives you access to our lawyers as well as more than 50 contracts and legal documents that can be fully customized to your needs. With the larger subscription plans, you also receive a discount on all legal matters.<\/p>\n\n\n\n\n    \n<div class=\"knapp-container \">\n  \n    <a href=\"https:\/\/kliently.se\/en\/kliently-for-foretag\/\" class=\"custom-btn pink-border-btn\">\n      Sign up for your subscription today    <\/a>\n\n  <\/div>\n\n\n  \n  \n  \n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n<\/div>\n\t\n\t\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-we-help-with-regarding-contract-notes\">What we help with regarding contract notes<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><span class=\"pink-bold-span\">Legal consultation<\/span><br>We provide advice on how to prepare a correct contract note and ensure that all necessary details are included.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span class=\"pink-bold-span\">Drafting and documenting<\/span><br>We\u2019ll help you draft a contract note that&#8217;s legally binding and protects all parties in the share transaction.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span class=\"pink-bold-span\">Review of existing documents<\/span><br>If you already have a note, we&#8217;ll review it to make sure it meets all requirements and protects your interests.<\/p>\n\n\n\n\n<div class=\"services-documents-container service-block alignfull icon-margin\">\n\t\n\t\n\t\n\t\n\t\t\t\t<div class=\"services-documents icon-contact-container three-contact \">\t\t\t\n\t\t\t\t\t\t\t\n\t\t\t\t\n\t\t\t\t<div class=\"contact-icon\">\n\t\t\t\t\t<div class=\"contact-icon-circle\">\n\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/kliently.se\/wp-content\/uploads\/2024\/08\/contact-icon.svg\">\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"service-document-content\">\n\t\t\t\t\t<div class=\"acf-innerblocks-container\">\n\n<h3 class=\"wp-block-heading\" id=\"h-get-legal-help-today\">Get legal help today<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Do you need help with contract notes? You can always get in contact with our lawyers within just 24 hours when you need quick answers to your questions. Or you can email or call us whenever you need to hire a lawyer for legal assistance.<\/p>\n\n<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"buttons-contact-container\">\n\t\t\t\t\t\t\t\t\t\t\t \n\t\t\t\t\t\t<a href=\"mailto:info@kliently.se?subject= I need help with contract note\" class=\"price-online\" id=\"services-email-ENG\">\n\t\t\t\t\t\t\t<div class=\"button-icon\">\n\t\t\t\t\t\t\t\t<div class=\"button-icon-circle\">\n\t\t\t\t\t\t\t\t\t<svg version=\"1.1\" id=\"Layer_1\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" x=\"0px\" y=\"0px\"\n\t\t\t\t\t\t\t\t\t\t viewBox=\"0 0 20 14\" xml:space=\"preserve\">\n\t\t\t\t\t\t\t\t\t<style type=\"text\/css\">\n\t\t\t\t\t\t\t\t\t\t.icon-mail{fill-rule:evenodd;clip-rule:evenodd;fill:#FFF;}\n\t\t\t\t\t\t\t\t\t<\/style>\n\t\t\t\t\t\t\t\t\t<g>\n\t\t\t\t\t\t\t\t\t\t<path class=\"icon-mail\" d=\"M9.5,8.1c0.4,0.4,1,0.4,1.4,0l7.9-7.9C18.6,0.1,18.3,0,18,0H2C1.8,0,1.6,0,1.5,0.1L9.5,8.1z\"\/>\n\t\t\t\t\t\t\t\t\t\t<path class=\"icon-mail\" d=\"M12.3,9.5c-0.6,0.6-1.4,0.9-2.1,0.9c-0.8,0-1.5-0.3-2.1-0.9l-8-8C0,1.7,0,1.8,0,2v10c0,1.1,0.9,2,2,2h16\n\t\t\t\t\t\t\t\t\t\t\tc1.1,0,2-0.9,2-2V2c0,0,0-0.1,0-0.1L12.3,9.5z\"\/>\n\t\t\t\t\t\t\t\t\t<\/g>\n\t\t\t\t\t\t\t\t\t<\/svg>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<p>Email us: info@kliently.se<\/p>\n\t\t\t\t\t\t<\/a>\t\t\t\t\t\t\t\t\t\t\t \n\t\t\t\t\t\t<a href=\"tel:0046841005220\" class=\"price-online phone-button\" id=\"services-phonecall-ENG\">\n\t\t\t\t\t\t\t<div class=\"button-icon\">\n\t\t\t\t\t\t\t\t<div class=\"button-icon-circle\">\n\t\t\t\t\t\t\t\t\t<svg version=\"1.1\" id=\"Layer_1\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" x=\"0px\" y=\"0px\"\n\t\t\t\t\t\t\t\t\t\t viewBox=\"0 0 17.3 17.3\" xml:space=\"preserve\">\n\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t<path class=\"icon-mail\" d=\"M0.3,14.3l2.4,2.4c0.8,0.8,2,0.8,2.8,0l1.4-1.4c0.8-0.8,0.8-2,0-2.8L6,11.6l0,0C7.4,9.3,9.3,7.4,11.6,6l0,0\n\t\t\t\t\t\t\t\t\t\tl0.9,0.9c0.8,0.8,2,0.8,2.8,0l1.3-1.3c0.8-0.8,0.8-2,0-2.8l-2.4-2.4C14,0,13.5-0.1,13.1,0.2l0,0C7.9,3.6,3.6,7.9,0.2,13.1l0,0\n\t\t\t\t\t\t\t\t\t\tC-0.1,13.5,0,14,0.3,14.3z\"\/>\n\t\t\t\t\t\t\t\t\t<\/svg>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t \n\t\t\t\t\t\t\t<p>Call us: +468-410 05 220<\/p>\t\t\t\t\t\t<\/a>\t\t\t\t\t \n\n\t\t\t\t\t\t<a href=\"#\" class=\"price-online open-booking-modal\" id=\"services-appdownload-ENG\">\n\t\t\t\t\t\t\t<div class=\"button-icon\">\n\t\t\t\t\t\t\t\t<div class=\"button-icon-circle\">\n\t\t\t\t\t\t\t\t\t<svg version=\"1.1\" id=\"Layer_1\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" x=\"0px\" y=\"0px\"\n\t\t\t\t\t\t\t\t\t\t viewBox=\"0 0 11.9 20.4\" xml:space=\"preserve\">\n\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t<path class=\"icon-mail\" d=\"M9.9,0H2C0.9,0,0,0.9,0,2v16.4c0,1.1,0.9,2,2,2h7.9c1.1,0,2-0.9,2-2V2C11.9,0.9,11,0,9.9,0z M5.9,17.9\n\t\t\t\t\t\t\t\t\t\tc-0.8,0-1.5-0.7-1.5-1.5s0.7-1.5,1.5-1.5s1.5,0.7,1.5,1.5S6.8,17.9,5.9,17.9z\"\/>\n\t\t\t\t\t\t\t\t\t<\/svg>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<p>Book a video meeting with a lawyer today<\/p>\n\t\t\t\t\t\t\t<h3>495:-<\/h3>\n\t\t\t\t\t\t<\/a>\n\n\t\t\t\t\t\t\n\t\t\t\t\t\t<div id=\"booking-modal\" class=\"booking-modal-overlay\" style=\"display: none;\">\n\t\t\t\t\t\t\t<div class=\"booking-modal\">\n\t\t\t\t\t\t\t\t<button class=\"close-booking-modal\" aria-label=\"St\u00e4ng\">&times;<\/button>\n\t\t\t\t\t\t\t\t<h2>Boka tid<\/h2>\n\t\t\t\t\t\t\t\t<div class=\"booking-options\">\n\t\t\t\t\t\t\t\t<a href=\"#\" class=\"download price-online\">Boka via app<\/a>\n\t\t\t\t\t\t\t\t<a href=\"https:\/\/kliently.se\/boka-webbmote\/\" class=\"price-online\">Boka via webben<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div> \n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\n\t\n\t\n<\/div>\n\n\t\n\t\t\n\t\t\t\n\t\t\n\n\t\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-faq-asked-questions-about-contract-notes\">FAQ asked questions about contract notes<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Do I always need a contract note when buying or selling shares?<\/strong><br>Yes, it&#8217;s necessary to document and prove that the share transaction has taken place.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>What happens if there&#8217;s an error in the contract note?<\/strong><br>An error in the note can lead to misunderstandings and problems, especially during tax reporting. Therefore, it&#8217;s important to carefully review the note before signing it.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Can I use a contract note as evidence in a dispute?<\/strong><br>Yes, you can use it as evidence in a legal dispute, as it documents all the terms and details of the share transaction.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>A contract note is an important document for share transactions, both for buyers and sellers. It serves as a receipt for a completed share transaction and can also act as an agreement between the parties. The note is an essential record, both for proving that the transaction has occurred and when reporting share transactions for [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"typ":[199],"service_tag":[],"class_list":["post-7737","services","type-services","status-publish","hentry","typ-tjanst-en"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.6 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Contract note - Get help drafting one today - Kliently<\/title>\n<meta name=\"description\" content=\"When buying or selling shares, a contract note should serve as the basis for the transaction. 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