Your client will receive a separate statement for each customer reference they have on our new technology platform. Each statement will show the accounts held under that customer reference.
There may be situations where your client has more than one customer reference; one example would be if they hold a joint account as well as a single account. In this instance, because statements are issued on the anniversary date of the customer reference, your client will receive their statements on different dates throughout the year. The number of customer references your client has does not affect the amount they pay for investing with us. Have a look at our article on the new head account structure for more information.