We’ve mailed quarterly statements for the quarter ending 31 December 2020 to your investment clients who have elected to receive ‘hardcopy’ or ‘hardcopy and online’ statements. Copies are also available online.
What do clients receive?
- Cover page summarising the opening and closing balances for the period 1 October to
31 December 2020.
- Investment value as at 31 December 2020, detailing the list of all investments held in the account and their market value.
- Transactions information (both investments and cash) for the period 1 October to 31 December 2020.
- Asset allocation as at 31 December 2020.
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'.
Opt out of hardcopy statements
Your clients can access copies of their statements at any time using the online client portal.
If they no longer wish to receive hardcopy statements, opt them out by sending us an email instruction.
If you have any questions, please call us on 1800 892 353.