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  • We create and maintain records of all investments within your portfolio, including Capital Gains Tax information.
  • We collect your investment income on a daily basis, which is then maintained in a Cash Management Trust Account on your behalf.
  • We notify you whenever corporate actions are announced or your instructions have been implemented.
  • We provide 24/7 online access and quarterly and financial year-end statements, including a consolidated taxation statement (Capital Gains Tax and dividend imputation records).