As stated in our Terms & Conditions, periodic statements are sent to you electronically every six months, on 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 ask us, we can provide these periodic statements every three months or more frequently.