Information regarding quarterly statements on Fundzone accounts

For customers who hold investments on our abrdn Fundzone platform, as part of our service, we must send customers quarterly statements that detail the performance of their investments.

We’ve identified that some customers haven’t received their recent quarterly statements. We can confirm that historic copies of these statements have now been uploaded onto clients’ document libraries.

Should you wish to know which of your clients may not have received their historic statements please email us here or contact us on 0345 279 2002.

We can arrange to send the statements to them in the post if they need us to, please contact the team on 0345 279 2002 to request this.

Your clients will start receiving their quarterly statements again as normal. If they have opted to receive their documents online, their statements will be uploaded to their document library. If they have chosen to receive documents in paper form, they will be sent to them in the post.