- Download the Annual Distribution Summary (available from August). To access this report, select 'Firm' from the left-hand menu of our Client Management facility followed by 'Reporting Services'. You'll then be able to select the report which will be ready within 24 hours.
If you need more help with using our reports, you may find it useful to download our Reporting Services guide.
- If required, download client tax vouchers (available from May). These can be accessed through the client documents library online, either at individual client level or by selecting ‘Servicing’ from the blue menu bar that appears when you first log in, and you’ll see an option for ‘All client documents’.
- Consider whether it is appropriate to move unwrapped assets into an ISA.