Investment
• Authorization Forms
• Disclosure Statements
• Stock Power of Attorney
• Dividend Tax Exemptions
• Indemnity Agreements
• Informal Trust Agreements
• Shareholders Agreements
• Investment Performance Summary Reports
• IRA related documents

Accounting & General Finance
• Transaction records like Purchase and Sales Registers, Cash and Bank Books and General Journals
• Audit worksheets for each client and accounting year
• Audit queries raised and clarifications received from client's management
• Audited accounts and reports thereon
• Cost estimates by product, department and cost element
• Cost reports that compare actual costs against original estimates