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Reporting and App

We provide the following:

  • Our secure client portal delivers daily online valuations (including asset allocation, holdings and estimated income). See our online user guide.
  • Contract notes via post or email
  • Quarterly reporting pack (market outlook, valuation, cash statement, transaction history, performance report) via post and secure client portal
  • Annual tax statements (consolidated tax certificates and capital gains tax report) via post and secure client portal

We make sure that you always have direct access to your Investment Manager and their team either over the telephone, by email or face-to-face.