Western Australian Current Regulations Western Australian Current Regulations (1) If a law practice
invests trust money for or on behalf of a client, the law practice must
maintain a register of investments of trust money that records the following
information in relation to each investment —
(a) the
name in which the investment is held,
(b) the
name of the person on whose behalf the investment is made,
(c) the
person’s address,
(d)
particulars sufficient to identify the investment,
(e) the
amount invested,
(f) the
date the investment was made,
(g)
particulars sufficient to identify the source of the investment,
(h)
details of any documents evidencing the investment,
(i)
details of any interest received from the investment or
credited directly to the investment,
(j)
details of the repayment of the investment and any interest, on maturity or
otherwise.
(2) This rule does not
require particulars to be recorded in the register if the particulars are
required to be recorded elsewhere by another rule.