In January we send out an annual statement for all securities accounts with holdings as of 31 December or where payments have been made during the year. You receive one annual statement for each securities account.
The annual statement gives the investor information about the securities account. The annual statement shows the holdings in each security at year-end, the year-end price (provided we have received this information), payments made during the year, the bank or broker that opened the securities account and the securities account number.
If you have any questions about the annual statement or the securities account, you should contact the bank or broker. You can find the phone number to the bank/broker on the annual statement.