To provide you with confidence in Select Wealth Management, you will receive a number of reports throughout the year.
You have the option to receive these electronically, or via the mail.
|Report||Purpose of report||Frequency|
Quarterly report (sample)
|To show you how your portfolio has performed, providing you with any transactions that have occurred on your portfolio||Quarterly|
Annual Performance report (sample)
|To show you how your portfolio has performed over previous years||Annually|
|To show you that your funds are in safe keeping. This is a report sent by Aegis, who act as Custodians for Select.||Six monthly|
|To show all tax paid in the portfolio during the tax year||Annually|
To receive these reports electronically, please click here or speak with your Financial Adviser.