When will I receive my statement, valuation and tax schedule?
The Spring investment report is dated 30th April and will be sent to you in the second half of May. Details of any taxable dividends and interest will also be included with your Spring statement.
The Autumn investment report is dated 31st October and will be sent to you in the second half of November.
If you are registered for the Paperless Service we will email you as soon as your investment report is available to view online.