Your investor number is M followed by 8 numbers eg M01234567 (the character after M is zero)
Passwords are case sensitive. Please ensure your CAPS LOCK key is turned off.
For any enquiries please contact your Financial Adviser.
Use our Estimator Tool to see if or when your client's tax statement is available via our dedicated End of Financial Year website
We're releasing Tax Statements from late July to October, depending on when we receive tax information from fund managers and share registries.
Log into the Investor Desktop and you can find our Tax Statement delivery timetable under 'Desktop and Service Updates'.
For all important updates, please check the Important notices section after you've logged in.