As stated in our Terms & Conditions, periodic statements are sent 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.

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.

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