Client Reports

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For existing Hanuman clients:

Historical reports are available to clients on request. Select the report and time frame you are seeking. Generally reports are emailed within one working day after receiving a request.

Due to privacy laws please note that the requested reports will be sent to the email address we have on file, if you would like to update your email address on our system please don’t hesitate to contact us.

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Name of Portfolio

Portfolio Valuation

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Performance Report From:

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Realised Capital Gains Tax From:

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Unrealised Capital Gains Tax

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Asset Allocation

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Transactions From:

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Investment Income From:

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Description