We’ve just launched a new report that enables you to see a client’s portfolio charges, between two dates of your choice.
You can run the report any time, from the Reports section on your dashboard for that client – so no more waiting until the annual charges statements are sent out.
When you run the report, a downloadable CSV file is generated and sent to the documents area for that client (only you’ll be able to see it).
To find out more on how to run the report, visit Knowledgebase and search for ‘Ad hoc charges’.
Any questions?
If you have any questions or want to find out more about the new report, get in touch with the Client Services team on 0117 204 7678, clientservices@parmenion.co.uk, or via Live Chat.
“The above article is intended to be a topical commentary and should not be construed as financial advice from either
This article is for financial professionals only. Any information contained within is of a general nature and should not be construed as a form of personal recommendation or financial advice. Nor is the information to be considered an offer or solicitation to deal in any financial instrument or to engage in any investment service or activity. Parmenion accepts no duty of care or liability for loss arising from any person acting, or refraining from acting, as a result of any information contained within this article. All investment carries risk. The value of investments, and the income from them, can go down as well as up and investors may get back less than they put in. Past performance is not a reliable indicator of future returns.