Communication and reporting
We promise to communicate clearly and respond quickly.
We offer a comprehensive reporting service for our clients. We provide regular investment reports containing statements, transaction summaries, up-to-date valuations and investment commentary.
We are always happy to discuss individual requirements and/or create bespoke reports.
Furthermore, your Investment Director will meet with you regularly to report on our performance, answer your questions and discuss your ongoing requirements.
Reporting to you
Valuations
Most clients request quarterly valuations of their portfolios. We can provide these more or less frequently if preferred.
Statements
You will receive regular statements detailing all movements across your accounts.
Contract notes
If required, contract notes can be dispatched within 24 hours of any trade we execute on your portfolio.
Tax pack
We provide comprehensive tax information to meet your tax reporting obligations. This will include a CGT statement and an HMRC-approved, consolidated income tax voucher.
Reports for your advisers
We are happy to provide copies of our reports to your nominated advisers.
Call us
You are always welcome to contact your Investment Director to discuss your portfolio or to ask any other questions that you may have.
Ingenious Asset Management Limited is authorised and regulated by the Financial Services Authority.