One of the core strengths of Conexim is its reporting capability. Conexim does not believe in charging clients for reports, no matter how often clients require reports on their investments.
Conexim gives all of its clients full on-line access to their accounts. Intermediaries and Trustees can also view all of the client accounts together if they have agreed with the Clients to have access to their accounts.
Conexim can also produce scheduled or ad-hoc reports depending on the client requirements. Our standard is emailed monthly reporting, but the firm can also do it less regularly if clients do not wish to receive such regular reporting.
Conexim also provides an annual Consolidated Tax Voucher as standard to clients, and free of charge. This report details the client’s tax situation in relation to their investments on-platform.