Ad hoc client charge reports have arrived
We’ve just launched a new report that enables you to see a client’s portfolio charges, between two dates of your choice.
You can run the report any time, from the Reports section on your dashboard for that client – so no more waiting until the annual charges statements are sent out.
When you run the report, a downloadable CSV file is generated and sent to the documents area for that client (only you’ll be able to see it).
To find out more on how to run the report, visit Knowledgebase and search for ‘Ad hoc charges’.
If you have any questions or want to find out more about the new report, get in touch with the Client Services team on 0117 204 7678, email@example.com, or via Live Chat.
“The above article is intended to be a topical commentary and should not be construed as financial advice from either the author or Parmenion Capital Partners LLP. If a client wishes to obtain financial advice as to whether an investment is suitable for their needs, they should consult an authorised Financial Adviser. Past performance is not an indicator of future returns.”
Any news and/or views expressed within this document are intended as general information only and should not be viewed as a form of personal recommendation. All investment carries risk and it is important you understand this. If you are in any doubt about whether an investment is suitable for you, please contact your financial adviser.