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What reports can I expect to receive?You will receive reports on a periodical basis. | | Monthly Reports (on request) | | | Quarterly Reports | | | Annual Reports | | | A detailed breakdown of your investment portfolio. A detailed list of acquisitions and disposals over the month. | | | A detailed breakdown of your investment portfolio. Detailed reports showing all acquisitions, disposals and income for the quarter. A report showing the performance of your portfolio. | | | A tax package to aid the completion of your tax return. |
Find out more about the Accolade ServiceIf you have any queries regarding the Service or would like to receive further information or sample reports, please contact your Adviser or Contact our Accolade Services Team online. Altenatively, you can call them on FREE CALL 1800 626 709. IMPORTANT NOTE: This is general advice only and does not take into account your objectives, financial situation and needs. Before acting on this advice you should consider its appropriateness having regard to all your personal circumstances.
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