Free share contract notes
Any returned deposits
Tax relief (where applicable)
Queued contract notes. These will not have executed at the time of download and you may want to exclude them from your transaction reporting.
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.