We know how important it is to keep your clients informed at tax and statement time which is why we're pleased to launch our updated Statement Estimator Tool. Using this fast and easy online tool you can find:
The tool should be used as guide only and is subject to change as more information is received, so ensure you check back on a regular basis.
Use the tool by logging in with your 'Adviser Number' and 'Online User ID' to display the list of your clients. You can then search by Investor number or download the entire report into excel.
To help protect your client's privacy we have limited the fields of this estimator tool to account number only.