We've mailed the January to March 2021 quarterly statements to your investment clients who chose to receive 'hardcopy' or 'hardcopy and online' reports.

What do clients receive?       

The following items have been mailed as part of the quarterly investment statement pack:

Perpetual Private Investment Wrap & Fiduciary Services

Perpetual Private Super Wrap & Pension Wrap

Covering page, displaying the opening and closing balances for the period
1 January to 31 March 2021

Covering page, displaying the opening and closing balances for the period 1 January to 31 March 2021

     
  • 'Investment Value' information as at 31 March 2021, detailing the list and market value of all investments held in the account.
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  • 'Transactions' information (both investments and cash) for the period 1 January to 31 March 2021.

     

  • 'Asset Allocation' as at 31 March 2021.
     

For more information?

If you need assistance, please contact your training and relationship manager or call us on 1800 099 652.