How often are my account statements sent out?
For SIPP accounts, we send a statement and valuation of your account every calendar quarter. For MarketMaster and ISAs we send them every six months. We are unable to suppress paper statements and valuations as we are required by our regulator to send them to you at least once a year. If you would prefer to reduce the frequency of statements and valuations please contact us by secure email confirming your instruction or you can write to us at the address below. Please sign your instruction and remember to give us your account number.
Portfolio Maintenance Department
300 Bath Street
Alternatively, you can call us on 0800 279 6551 or 0141 352 3909.