Contract notes and SEC regulations

I’ve just reached out to my compliance team to see if there is any requirement around who can create the contract note. Otherwise I might create a small program to parse a screenshot of the Freetrade contract note and create a PDF version of the contract note with all the relevant details.

It’s a pain that this isn’t just built into the app though, and agree it would be good if Freetrade could bring the standards of the existing contract note up to par with other brokers.

I’ll let you know what my company say about creating your own contract notes.

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