Reports Provided

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
Custodial report
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
Tax report
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.