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Yearly statement of shares bought?

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Cucumber
Posts: 1052
Joined: 09 Dec 2018, 10:24
Gender: Female

Yearly statement of shares bought?

Post by Cucumber »

Hi, I bought some shares for a few months a while back but can anyone tell me if there is a way of searching for how many shares you bought in a certain month, or even a yearly statement I can see on the share site?
I.e. Jan 2020 - 20 shares, February 2020 15 shares, etc etc.
BenacreNick
Posts: 1146
Joined: 18 Jul 2022, 13:27
Gender: Male

Re: Yearly statement of shares bought?

Post by BenacreNick »

You can try here :-

https://www.esp-portal.com

From memory the registration process can take a few days.
Cucumber
Posts: 1052
Joined: 09 Dec 2018, 10:24
Gender: Female

Re: Yearly statement of shares bought?

Post by Cucumber »

BenacreNick wrote:
06 Oct 2022, 15:36
You can try here :-

https://www.esp-portal.com

From memory the registration process can take a few days.
Thanks, I've been on that but it just gives me what I currently have, no breakdown of what I bought and when. Kind of looking for a yearly statement like a mortgage/bank statement type of thing.
BenacreNick
Posts: 1146
Joined: 18 Jul 2022, 13:27
Gender: Male

Re: Yearly statement of shares bought?

Post by BenacreNick »

Hey Cucumber.

Yes - I have seen something like you described in the past.

So I looked upstairs and found a RM Share Incentive Plan Statement (dated July 2021).

It shows Free Shares, Partnership Shares, and Matching Shares and is 7 pages.

Then it itemised every single contribution and shares purchased from Feb 2020 to June 2021 and partnership shares and matching shares awarded.

The last page shows locked-in shares, conditional and available shares.

I will keep checking for the next statement, in the meantime the tel no is 0800 0121213.
Cucumber
Posts: 1052
Joined: 09 Dec 2018, 10:24
Gender: Female

Re: Yearly statement of shares bought?

Post by Cucumber »

excellent. thanks very much