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.
Opt out of hardcopy statements and register your clients for online access
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, you can opt them out by sending us an email instruction.
If your clients aren’t registered for online access already, simply complete and send us this registration form, ensuring they don’t elect to receive hard copy reports on the form.
If you have any questions, please call us on 1800 675 831.