The Accolade Service saves you time and takes the worry out of keeping your records organised.

The advantages of the Accolade Service are numerous:

• Eliminates the time-consuming task of organising and compiling your own portfolio records.
• Provides online access to the current status and performance of your investment portfolio. With Patersons Online you see the market value of your investments and the yield that is being generated.
• Maintains your shareholder records and retains copies of your 'buy' and 'sell' contract notes and all other pieces of paperwork. 
• Collects your dividends, interest payments and trust distributions.
• Provides a fully prepared end-of-year statement on income and capital gains for taxation purposes*, saving you and/or your accountant the time and additional cost.
• Provides you with comprehensive quarterly reports, or monthly reports if required.
• Gives you notice of rights issues, takeover offers and other capital movements which we will then act on, in accordance with your instructions.
  _{*Subject to provision of accurate commencing records}

Also, your Adviser can see your complete portfolio structure at a glance, enabling you to receive more informed investment recommendations.

Sign up for the Accolade Service or find out more

If you have any queries regarding the Service or wish to take advantage of it immediately, please contact your Adviser or Contact our Accolade Services Team online. Altenatively, 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 its appropriateness having regard to all your personal circumstances.