Communicate with you. We will communicate with you, the person you have authorised or your financial planning business (as applicable) in English, via the preferred method indicated by you, to give you important information, including: • proof of your investment details; • notice about important events affecting your investment; • transaction confirmations • investment statements - at least annually; • abridged annual reports; • tax certificates; and • our quarterly newsletter. If you do not indicate your preferred method of communication all important information will be sent by e-mail where an address is supplied, otherwise by post. You may ask for copies of this information and any other information that the law requires us to make known by contacting your financial planning business or our Client Service Centre. If you are registered online, you may log into our secure website to access some of this information.
Appears in 3 contracts
Samples: Investment Agreement, Investment Agreement, Investment Agreement
Communicate with you. We will communicate with you, the person you have authorised or your financial planning business (as applicable) in English, via the preferred method indicated by you, to give you important information, including: • proof of your investment details; • notice about important events affecting your investment; • transaction confirmations • investment statements - at least annually; • abridged annual reports; • tax certificatescertificates (if applicable); and • our quarterly newsletter. If you do not indicate your preferred method of communication all important information will be sent by e-mail where an address is supplied, otherwise by post. You may ask for copies of this information and any other information that the law requires us to make known by contacting your financial planning business or our Client Service CentreCentre or your financial planner. If you are registered online, you may log into our secure website to access some of this information.
Appears in 1 contract
Samples: Investment Agreement