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Will you send me a statement for my Smart Portfolio?
Yes. We’ll send you a report by email every six months (or every three months upon request) which outlines:
- How your portfolio’s performing
- The ETFs you’re invested in
- Your transactions over the period
- Any fees we’ve charged you
- If you would like this in a paper format through the post, please let us know. There will be a charge of £1 for this.
- Alternatively, you can view a detailed breakdown of all your investments and their performance at any time through our online platform.
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