• Our services
• Investing for your children
• Junior Investment Account
• Managing Your options
• Managing your dividends
• Contract notes and statements
• Company reports and accounts

Contract notes and statements

Helping you manage your account

Whenever you deal we will send you a contract note with details of the transaction. We'll also send you statements twice a year, highlighting all your transactions over the past six months.

Contract notes

After we have executed your deal, our system will automatically generate a contract note detailing the following:

• Investments you have dealt
• The price you paid
• Our dealing commission
• Other costs (such as Stamp Duty)

Once you've opened an account, you can elect to receive contract notes by post or email by changing the option in My profile.

Statements

With a Junior Investment Account you receive a cash statement and valuation twice a year detailing all transactions from the past six months. This will be posted to you in April and October. If you'd prefer to receive your statements by email, select the email option in My profile once you've signed in.

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