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What is a periodic account statement?
What is a periodic account statement?
Written by Help
Updated over a week ago

As stated in our Terms & Conditions, periodic statements are provided to you electronically every quarter.

Your periodic statements will include details of:

  • The investments held in your account and their value;

  • The transactions carried out during the relevant period;

  • The total fees payable to us during the relevant period and any associated costs;

  • Any income, interest or corporate actions during the relevant period.

Statements are available under "My documents" in the "Account" section of the app.

We provide these account statements at each quarter end and at the end of the tax year. We can also provide reports regarding the previous tax year or any other specific period if required.

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