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CDSC Statements Combined vs Separate
VituVingiSana
#1 Posted : Tuesday, October 12, 2010 12:41:49 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,137
Location: Nairobi
My CDSC statements used to be combined i.e. all holdings at all brokers or custodians were on one statement.

Now I get different statements per broker.

I prefer a Consolidated Statement where all the Holdings at each Broker is listed separately but within one statement e.g.

KenolKobil
Standard IB 2,000
Afrika IB 3,000
Barclays Custodial 5,000
Total Holdings 10,000

Currently I get a statement for EACH of the 'brokers' custodians!

What do you prefer?
Can I get a combined/consolidated statement?

BTW, I am enrolled for electronic statements via e-mail
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
youcan'tstopusnow
#2 Posted : Tuesday, October 12, 2010 6:53:26 AM
Rank: Chief


Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
They should do both statements for each broker AND a consolidated statement. Since it is e-mail, no much effect on the costs
GOD BLESS YOUR LIFE
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