By using the latest technology to administer your investments the following information is available at any time over the internet, or by mail on a quarterly basis if required:
- Portfolio valuation reports
- Unrealised and realised capital gains reports
- Taxation reports
- Asset allocation reports
- Performance reports
We act as your mailbox so that you are not bothered with masses of paper in respect of your various investments and also maintain your records for capital gains and income tax purposes to enable the easy processing of your tax return. |
