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 regular valuations and commentary, with contract notes issued for every transaction undertaken. As part of our custody service you will receive additional correspondence relating to any corporate actions that may take place during the year.

You will also receive account statements as at 5 April and 30 September for tax/accounting purposes, as well as income statements and other relevant documentation.This documentation is available online. Please see our Client area for more information.

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.

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