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Executed Transactions:

  • Top ups

  • Withdrawals

  • Contract notes

  • Free share contract notes

  • Dividends

  • Interest

  • Any returned deposits

  • Tax relief (where applicable)

Non-Executed Transactions:

  • Queued contract notes. These will not have executed at the time of download and you may want to exclude them from your transaction reporting.

Not transactions:

  • Monthly statements

  • SIPP annual statement (where applicable)

  • SIPP wake up pack (where applicable)

  • SIPP pre-sale illustration (where applicable)

Important! January 31st, 2023, is the deadline for tax returns. You can read more about this here.

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