Reporting

At Rossie House we encourage regular meetings to keep up to date with client requirements and changing circumstances. They are also an ideal way to report on the progress of the portfolio and to allow trust to build over the long term.

At regular intervals, usually six monthly, written reports are also sent to clients. We provide comprehensive information for the interested, as well as a concise summary of the most important issues for those who wish to have a quick understanding.

Clients can expect to receive:

• Portfolio valuation
• Investment report
• Performance report
• Transaction report
• Bank statements

At the end of the tax year a consolidated tax statement is produced and can be sent either to the client or his/her accountant. A complete record of transactions and estimated capital gain is also sent.