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Six Monthly Client Statement Mailing

On 3 May 2012 your clients will be sent a six monthly statement pack for the period to 5 April 2012.

Your clients will receive:

  • A covering letter
  • A valuation statement and portfolio summary
  • A transaction statement
  • A guide to understanding your valuation statement
  • An overview and outlook of current market conditions
  • A UK Funds Key Investor Information Document (KIID) Booklet


A copy of each item is provided below for your information

Client letter
Guide to understanding your valuation statement
Market overview
KIID Booklet

© 2012 Insight Investment Management (Global) Limited. All rights reserved. Insight Investment Management (Global) Limited and Insight Investment Funds Management Limited are authorised and regulated by the Financial Services Authority.