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How do I generate regular review and contributions statements?

This step-by-step summary explains how to generate regular review and regular contribution statements. This is also known as an ad hoc statement or a quarterly statement. It includes information on current investments and cash awaiting investment.

Date: 26 October 2022

What you’ll need to get started

  • The name of the client and the investments you want the statement for.
  • The date range you’d like the statement to reflect.

Watch time: 2 minutes

How do I

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