A settlement note is a document confirming a share transaction between buyer and seller. It states the number of shares, price, date and parties, and serves as supporting documentation in a transfer of shares.
The note matters for declaring gains or losses and for calculating the average acquisition cost. In NVR, settlement notes are generated automatically when you record a change of ownership, and the share ledger is updated at the same time.
A share purchase agreement (SPA) is the agreement that sets out the terms when shares in a company are sold.
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A transfer of shares means shares change owner, for example through a sale, gift or inheritance.
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Average acquisition cost (GAV) is the average price you have paid for your shares.
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A share ledger is a record of a company's shares and who its shareholders are.
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