Our Accolade Plus Accounts Service includes our Accolade product, which takes away the burden of paperwork associated with investment portfolios. 

Dividends, interest payments, trust distributions and contract notes are collected, shareholder records are maintained and reports are produced to assist in the preparation of your taxation return.

As an Accolade Plus client you will be kept fully informed about your investments, receiving the following regular reports:

• personal notification every time a new transaction takes place;
• online access to your account at your convenience;
• a statement on the status and performance of your portfolio quarterly;
• a detailed report with a breakdown of capital gains and income information for tax purposes every quarter; and
• an annual report summarising the year’s activity. 

Reports are sent by post and/or email and you are encouraged to telephone or meet your Portfolio Manager to discuss any changes in personal circumstances, especially if they might require refinements to the portfolio, or to ask questions about your investments.

You can also access the password-protected section of our website at any time to get an up-to-date status report. The well-presented tables and charts show you the market value of your investments and the yield that is being generated.

Find out more about Accolade Plus

If you have any queries regarding the Service or would like to receive further information and sample reports, please contact your Adviser or Contact our Accolade Plus Team online. Alternatively, you can call them on FREE CALL 1800 626 709.

IMPORTANT NOTE: This is general advice only and does not take into account your objectives, financial situation and needs. Before acting on this advice you should consider the appropriateness having regard to all your personal circumstances.