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What information will I receive after I invest?

Once you’ve made an investment with us, we’ll send you the following information:

Transactions – each time you ask us to buy or sell investments we’ll send you a confirmation of transaction. For transactions like regular savings plans, regular withdrawals, and reinvestment of income, a confirmation of each transaction will be included within your account statement for the period.

Account statements – we’ll send you a quarterly statement to show you a summary of all your investments held with us. This statement will also summarise all the transactions we have made for you over the period. You may receive this information electronically if you register for our secure online service. If you don’t have an online account, we’ll send this information to you by post.