We've mailed the 2020 annual statements to your investment clients who have elected to receive ‘hardcopy’ or ‘hardcopy and online’ statements.
- Cover page summarising the opening and closing balances for the period 1 July 2019 to 30 June 2020.
- Investment value as at 30 June 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 July 2019 to 30 June 2020.
- Asset allocation as at 30 June 2020.
You can access electronic copies of your clients’ statements 24/7 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
Clients who already have online access to view their portfolio can access their statements at any time. If your clients no longer wish to receive hardcopy statements, opt them out by sending us an email instruction.