Regular Reports

Each report will show a clear reconciliation between the amount you had invested through the First Quest Investment Service at the beginning of the period and at the end of the period, detailing any further contributions, roll-overs or transfers, investment earnings, charges, or lump sums withdrawn. Your report will also clearly illustrate where your money is invested by showing how much is placed in each of the strategies you have chosen. This will enable you to easily see the level of exposure you have to the major investment markets. An analysis of the performance of each of the strategies you hold will also be included, enabling you, with the aid of your financial adviser to carefully but easily review the performance of each strategy you have chosen, and of your investment overall.

Annual Report

In addition to regular reports you will also receive an annual report providing information about the First Quest Investment Service as a whole.

One regular report no matter how diversified your investment

Generally, a diversified portfolio means multiple pieces of paperwork. Even if you invest with only two or three institutions or funds, you will receive information at different times and in different formats and it can quickly become a paper nightmare. However, First Quest consolidates your investments into one total financial picture. Regardless of how diversified your portfolio is, you will receive only one set of easy to understand correspondence.