Imagine a paperless portfolio with all the information at your fingertips. No more filing of contract notes and dividend information or searching for capital gains details at tax time. In fact, no paperwork or administration worries at all!*  

• See at a glance your portfolio status – net realised and unrealised profits and losses, which stocks are growing and what yield is being realised.
• Enjoy an end-of-year statement on income and capital gains which has been fully prepared for you, making your tax return quicker and less expensive.
• Receive copies of all 'buy' and 'sell' contract notes, dividend notifications and other important documents securely archived for instant retrieval if required.
• Receive dividends and other income direct-credited or banked in your nominated account.

The Patersons Accolade Service also helps us advise you more effectively by providing your Adviser with reliable, up-to-date portfolio information.

For more detailed information follow the links below.

Advantages  |  Reporting  |  Managing Your Portfolio | Accolade Flyer | Accolade Brochure

* For those clients who do like to receive the paperwork, of course we are happy to provide it, and you may print your portfolio reports at any time using our online service once your are registered.

IMPORTANT NOTE: This is general advice only and does not take into account your objectives, financial situation and needs. Before acting on this advice you should consider its appropriateness having regard to all your personal circumstances.