What statements are available for my Robo-Advisor account?
Robo-Advisor statements include periodic statements available in-app and annual reports sent to customers via email. This includes:
- Monthly account statement: available in-app, contains the overall summary breakdown of all ETF and cash transactions;
- Monthly profit and loss statement: available in-app, provides information on your realised return, most often required for tax-filing purposes;
- Annual cost and charges report: available in-app and sent to the customer via email, gives a detailed breakdown of total costs and charges;
- Annual suitability report: sent to the customer via email, explains how our portfolio management services meet the customer’s preferences, objectives, and other characteristics;
- Loss threshold report: delivered in-app, provides insights when your portfolio depreciates by 10%, and in multiples of 10% thereafter from the latest reporting period, usually the beginning of the month.