At Parmenion we have constructed our routines to report to clients annually on the anniversary of the agreement. A typical report set will include Market Valuations, cash and stock transaction, income schedules and performance reports. Please see a sample report pack.

At the end of the tax year we will also produce consolidated tax certificates (where applicable) and send them to the recipient of your choice, whether that is an accountant, intermediary or direct to the client.

In any case all correspondence that is sent to the client will be copied to the introducer via email.