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How often will I receive a valuation, statement and tax schedule?

You will receive two investment reports each year providing a valuation and statement of your account. The reports are published in May and November. In addition to your valuation and statement, we will send you a consolidated tax certificate with your May investment report which will detail all the income received into this account and the tax deducted.

If you have opted for our paperless service, you will receive email notification when the investment reports are available to view online. Otherwise the report will be sent in the post.

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