Tax result¶
Annual statements¶
The second tab contains the annual statement for your brokerage account, issued as at the end of the fiscal year (for the last 5 years, during which your account was kept).
Data presented in this statement are divided into the following groups:
- Report author - information about the issuer of the statement (e.g. Brokerage House)
- Brokerage account - account for which the statement has been issued and the owner`s details
- Address on statement - address details of the statement recipient (account owner)
- Balances of financial accounts - balances of funds held in the brokerage account as at 31-12-YYYY
- Balances of securities accounts - balances of securities held in the brokerage account as at 31-12-YYYY
- Total valuation - total valuation of the brokerage account as at 31-12-YYYY
Note
After pressing the Print button, the annual statement for the selected year will be presented and ready to print.