The quarterly statements for your investment clients for the quarter ending 31 March 2021 are now available online. We’ll also contact your clients this week to let them know.
What do clients receive?
- Cover page summarising the opening and closing balances for the period 1 January to 31 March 2021.
- Investment value as at 31 March 2021, detailing the list of all investments held in the account and their market value.
- Transactions information (both investments and cash) for the period 1 January to 31 March 2021.
- Asset allocation as at 31 March 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'.
If you have any questions, please call us on 1800 095 825.