You receive from your supervising author a file for a new client, Cloud Assist Limited. The sole director and sole shareholder is Rebekah Heke. The file contains an executed Sale and Purchase Agreement between Cloud Assist Limited (purchaser) and Jack Muss (vendor). The following questions 9 to 11 inclusive, relate to this client file.

question 9

List and explain the purpose of two documents that will be initially provided to your client for the service that the firm is providing.

question 10

The e-dealing workspace has been created for this matter. An Authority and Instruction form has been generated for the client to sign.

a) Explain the purpose of the document.

b) How is the client's identity verified? Include the name of the document(s) that will satisfy verification.

question 11

Rebekah's partner Fabio rings you and asks what instructions has Rebekah given regarding the contribution of funds toward the settlement price. Are you permitted to tell Fabio? Give a reason and identify ONE Client Care Rule (Nz) which supports your answer.