• Our services
• Investor accounts and services
• ISA
• 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)

If you opened your ISA online, you will receive your contract notes by email and this will apply to all your accounts under your Customer Reference Number.

Statements

With an ISA you receive a cash statement and valuation twice a year detailing all transactions from the past six months. For accounts opened online these will be sent by email.

Self-select Stocks & Shares ISA

To operate this account you will receive your contract notes and account statements by email.

01296 41 41 41