Professionals introducing clients to Lacomp are, with the client’s consent, sent copy correspondence, including the quarterly valuation packs.

These packs contain all the information typically required for the completion of a client’s tax return including a portfolio valuation detailing the name of each holding, date of purchase, number of shares or units held, cost at purchase, current share or unit price, current value, profit or loss to date in monetary and percentage terms, geographical analysis and all applicable exchange rates.

At the tax year end Wrap Platforms issue statements of interest credited and tax deducted, where applicable.