Below is a list of the report types that are currently available:

• Mandate Report
• Financial Statement (Suitable for Tax Reporting)
• Structured Products Report

Mandate Report

Can be downloaded under Documents tab on Visualizer

Download Sample Report

The Mandate Report is a monthly report designed to provide insights into the Mandate Portfolio.

Contents:

• Market Scoreboard
• Portfolio Performance
• Risk
• Historic Cashflows
• Asset Allocation Overview
• Holdings Details
• Holdings Annualized IRR/Profit
• Purchase and Sale

Financial Statement (Suitable for Tax Reporting)