Portfolio Updates After each Transaction

We are pleased to advise that we are continuing with our enhanced service introduced last year. Until further notice, whenever we process an investment transaction for you we will provide you with an updated report of your portfolio showing:

• names of securities
• units held
• unit price (where available)
• market value

and the total market value of all investments you have made through us.

You can enhance the value of these reports by telling us about any investments you hold that you haven't transacted through us and we will report on those as well! So you can get a report of all your investments wherever they were transacted in one place. (There may be an initial loading fee for investments not made through us).

For those with existing accounts with us this will happen automatically. If you don't already have an account with IRG BOP ring Jonathan or Andrew on 07 578 3863 or email This email address is being protected from spambots. You need JavaScript enabled to view it. and get more value from your adviser!