Save Paper
Twice a year, we’re legally required to send you a Short Report of the Investment Company with Variable Capital (ICVC) that you invest in, which contains details of fund activity during the reporting period. Short Reports are important because not only do they keep you up-to-date with the fund’s activity and the fund manager’s opinion, but they also contain important information regarding changes to how the funds operates that you need to know about. However, you should note that it’s completely different from your personal statement, which tells you the value of your investment and will continue to be sent to you in the usual way. The good news is that you don’t have to receive paper copies of these Short Reports. If you’d prefer, we can email you to let you know that they’re available on our website.
To help save paper and take advantage of our new facility, simply register below. We’ll then be able to email you when your relevant OEIC and ISA Short Reports are available on our website. By registering for this service you accept that we will email you a link to your Short Report twice a year. To register all we’ll need is a valid email address and your OEIC or ISA account number(s).
Don’t worry if you don’t register, we’ll continue to send your Short Reports in the normal way.
IMPORTANT NOTES
Data Protection Notice
The Lloyds Banking Group includes Scottish Widows and a number of other companies including Lloyds TSB, Halifax and Bank of Scotland, and their associated companies. More information on the Lloyds Banking Group can be found at www.lloydsbankinggroup.com
We are confident that we have taken all reasonable steps to ensure any data sent to us using these forms will be secure.
The information you provide on this form will be used by Scottish Widows to provide the service you applied for. We may also use it for market research, statistical purposes and the prevention and detection of fraud. We will keep it confidential and will not share it with others without your agreement, except where the law permits, when it may be disclosed to law enforcement agencies, Ombudsman and regulators and except in the circumstances that follow.
It may be shared with financial advisers or people acting on your behalf. It may also be shared amongst Scottish Widows and Lloyds Banking Group companies to update our records and to identify other products and services which may interest you.
If you would prefer not to receive details of other products and services, please tick this box
Other Lloyds Banking Group companies will not make marketing approaches to you unless you already have a relationship with them.
Under the terms of the Data Protection Act 1998 you are entitled to request a copy of information we hold relating to you. A small charge will be payable.
Only include your e-mail address if you agree to Scottish Widows sending you e-mails because sending personal information by e-mail is not secure.
We may record and monitor telephone calls with you and the company in case we need to check we have carried out your instructions correctly and to help improve our quality of service.
