As a regulated business, we are legally obliged to provide you with certain documents throughout the year. Here is a list of what you can expect in your inbox and when (although timing may vary slightly from time to time):
| What | When | Who |
| Annual statement for your Cash Savings Account (detailing transaction history for the previous tax year) | May, each year | All customers |
| Contract note (detailing the terms of each trade) | Within one working day of the trade | Invest customers |
| Bi-annual investment statements (detailing fees charged to you and interest paid to you for the period and current value of investment*)
*customers may also request quarterly statements |
January and July, each year | Invest customers |
| Annual costs and charges report (detailing aggregated investment costs and charges for the previous financial year, or, if shorter, for the period your investments are held) | January, each year
(or when you sell all of your investments) |
Invest customers |
| Annual capital gains tax certificate (summarising any gains on investments/bonds sold during the previous tax year) | May, each year | Invest/bonds customers
(excluding ISA accounts) |
| Annual consolidated tax certificate (summarising returns made on investments / bonds during the previous tax year) | May, each year | Invest/bonds customers
(excluding ISA accounts) |
You may receive additional documents from time to time and we’ll do our best to give you a heads up before these are sent.
Rest assured that all documents sent to you are password protected and will only ever be sent to your verified email address.