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Reporting

You are kept informed by six monthly valuations and commentaries that summarise any changes and the reasons for them. We take pride in providing truly personal reports and detail the ethical characteristics of each holding bought on your behalf, as well as the financial reasoning behind sales and purchases.

You also receive contract notes whenever stocks are bought or sold, but these can simply be filed away for future reference.

At the end of the tax year, you can elect to receive a consolidated tax statement which you can simply enclose with your tax return should you need to make a return.