Your personal Docu-box
Your personal Docu-box contains the following information and documents
General information on the custody account
- Current portfolio value
- Size of the intended investment
- Investment amounts previously paid
- Total set-up fee and the set-up fee paid so far
Documents related to the custody account:
- Investment account confirmation
- Investment account statements
- Investment income reports
Documents related to asset management reporting
- Half yearly statement from the asset manager (as of 30.6 / 31.12)
- Loss threshold notifications in case of stronger market fluctuations