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 (sample) |
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 (sample) |
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.