How We Report To You
Q. As a client of Speirs & Jeffrey, what sort of regular information would I receive from you?
A. We provide full administration support as part of our financial management service, keeping you informed and enabling you to track performance quickly and easily. Every six months you will receive valuation reports with a commentary on the economic and investment environment. Contract notes are issued for every transaction undertaken.
Q. What about tax information?
A. All clients who hold stock in our nominee receive a consolidated year end pack including valuations, transactions in the period, cash movements and importantly a consolidated tax return. This should make completion of tax returns very much easier.
