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What sort of tax information or documents do you provide your clients during tax time each year?
After the end of each Financial Year, an independent auditing of our investment management activity for that financial year will be conducted. As soon as this exercise is completed, the Annual Investor Statement (AIS), which has details of your account activities, and the Independent Auditor’s Report will be available to you. At that time, we will inform you by email about the availability of the documents. This is as per regulations.
When the documents are ready for a particular financial year, you will be able to download the documents from QuietGrowth website. Annual Investor Statement can be downloaded in PDF and CSV file formats. You can use the Annual Investor Statement to file your tax returns.