The 2021 annual statements for your investment clients are now available online.
What do clients receive?
Cover page summarising opening and closing balances for the period 1 July 2020 to 30 June 2021
Investment value as at 30 June 2021, listing all investments that made up the portfolio, their market value and the percentage of the portfolio.
Transactions information (both investments and cash) for the period 1 July 2020 to 30 June 2021.
Asset allocation as at 30 June 2021.
You can access copies of your clients’ statements online by selecting:
- Clients and accounts > Client list > 'Statements' from the dropdown list, or
- Reporting > Client & Adviser > 'Download statements for an account'.
Keep your client’s email and mobile phone contact information up-to-date
We’re using email as the preferred way to notify clients about their periodic statements and annual tax reports being available, as well as other important account-related information. It’s important we have an up-to-date email address and mobile phone number for your clients.
If you have any questions, please call us on 1800 095 825.