Help & FAQs

What is the difference in information provided in my Consolidated Tax Certificate and my Selftrade Statements?

Consolidated Tax Certificate - displays all tax and dividend information for the previous tax year.

Quarterly and Annual Statements - show Account balances and purchases for the period. A running cash balance is displayed in the annual statement only.

Cash Statement (Account view) - has your dividends received, dividend reinvestments, purchase payments, sale proceeds, withdrawals, Direct Debit payments, and fees taken. All with dates and a running balance.

Submitted on 5th Jul 2019

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Risk Warning

The value of investments can fall as well as rise and any income from them is not guaranteed and you may get back less than you invested. Past performance is not a guide to future performance.

Selftrade does not provide investment advice. If you are in any doubt as to the risk or suitability of an investment or product you should seek advice from an independent financial adviser.

The extent and value of any ISA tax advantages or benefits will vary according to the individual's circumstances. The levels and bases of taxation may also change.

The extent and value of any SIPP tax advantages or benefits will vary according to the individual's circumstances. The levels and bases of taxation may also change. If your options change regarding an employer's pension scheme you may wish to review your financial situation. Once in a pension your money is only accessible, in general, from age 55.

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