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Contract & Settlement Templates

The SPA closes the offer-intent stage and starts the operational phase: KYC exchange, LC drawdowns and settlement adjustments. This hub bundles the paperwork for both.

The Sales & Purchase Agreement (SPA) is the master contract every downstream document references. The Company Information Sheet (CIS) supports KYC and bank onboarding at LC-issuance time. Credit and Debit Notes handle post-shipment adjustments for weight, quality, demurrage and price reconciliations.

All four templates plug into the same LC and Incoterms framework used across the SSLT Global template library, so numbers and clause references stay consistent from SPA to final invoice.

Contract & Settlement Templates: Overview

The SPA closes the offer-intent stage and starts the operational phase: KYC exchange, LC drawdowns and settlement adjustments. This hub bundles the paperwork for both.

Numerical Example: Getting started with Contract & Settlement Templates

Each template below is ready to download and customize for your needs.

Key Point 1The Sales & Purchase Agreement (SPA) is the master contract every downstream doc
Key Point 2All four templates plug into the same LC and Incoterms framework used across the
Next StepsBrowse the 4 templates in this hub
Source: SSLT Global Editorial - Contract & Settlement Templates
Last reviewed: October 2026

Templates in this hub

Sales & Purchase Agreement
Download a free Sales and Purchase Agreement (SPA) template in Word and PDF. Editable draft with LC, Incoterms, inspection, force majeure and arbitration clauses.
Company Information Sheet
Free Company Information Sheet template in Word and PDF. Standardised KYC / onboarding profile for commodity traders | banking coordinates, signatories, references.
Credit Note
Free Credit Note template in Word and PDF format. Post-shipment invoice adjustment draft for short weight, off-spec quality or provisional-to-final price.
Debit Note
Free Debit Note template in Word and PDF. Post-shipment adjustment draft for demurrage, off-spec penalties, price escalation and reimbursable expenses.

Frequently asked questions

When is a credit note vs debit note issued?
Seller issues a credit note to reduce an invoice (over-billing, quality claim). Buyer issues a debit note to charge the seller (short delivery, demurrage recovery).
Does the CIS replace bank KYC?
No. CIS is a compact fact sheet that speeds bank onboarding, but the buyer's issuing bank will still run its own KYC and sanctions checks before opening the LC.
How does the SPA link to the LC?
The SPA payment clause defines LC type (sight/usance), presentation window, tolerance and documents required. The buyer's bank copies those into MT700 fields when issuing the instrument.

Other hubs

Offer & Intent TemplatesConfidentiality & Fee-Protection TemplatesFinancial & Compliance Instrument Templates