We provide valuations and cash statements every April, covering all your transactions from the past twelve months. If applicable, a composite tax certificate will be included. If you don’t sign in and view your account online during a quarter, we’ll also provide an account summary at the end of that quarter (excl. Child Trust Funds).

When new statements are available, we’ll email you, prompting you to sign into your account to view them.

Still need help?Green email envelope

Please get in touch with our Customer Service team.


Phone: 01296 41 41 41 (8:00am-6:00pm weekdays)

Write: The Share Centre, PO Box 2000, Aylesbury, Bucks. HP21 8ZB