Why am I receiving a custodial statement?

Last Updated: 17 Dec 2015

Regulations require statements to be sent to clients periodically, and require certain information to be detailed in the statements.

If you are a Nominee or Margin Lending client, you currently receive statements; we have made changes to the content and frequency.

If you are a custodial client (you have offshore holdings, excluding Australia), we have created a new report to keep you up to date with your holdings and transactions.

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