You will be kept well informed on your investment on a monthly basis.

In case of Unit Trusts, the client will receive a monthly statement showing their fund balance. Further, these clients will receive a fact sheet that will show how their funds have been invested and how they have performed.

Retirement benefits clients, institutions and high net worth individuals will receive a monthly investment report that will show investments held and their performance over the month. Decisions regarding investments for the coming month will be discussed with the client.