Comprehensive statement

Receive a monthly statement of your positions, enabling you to monitor the performance of your investments and track both their returns and the taxes applied.

The monthly balance of your investment

Advantages

With the Comprehensive Statement you will have regular available information on:

  • Your wealth situation: a summary of the valuation of your investment by product families at the end of the previous month and for the current month. You will also be able to see how your investments performed during the month and on a year-to-date basis.
  • A tax forecast using data from operations with tax implications from the beginning of the year to the date of issue of the Statement.

You will be able to check your integrated statements using our remote channels, as well as the supporting documents for each operation carried out or the tax statement.Knowing this information will help you.

How to view it

You can check your comprehensive statements, supporting documents and tax statement through:

  • Internet Banking.
  • Mobile app.

More information

If you want to know more, contact us on

915 123 123

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