As stated in our Terms & Conditions, periodic statements are sent to you electronically every six months, around the 15th April and 15th October of each year.

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.

If you require it, we can provide these periodic statements every three months or more frequently. We can also provide reports regarding the previous tax year or any other specific period. Please get in touch with us to submit your request.

Did this answer your question?