I am in the process of securing a mortgage for which I need to show a summary of all my assets. For this purpose I need a statement of account from T212 to show the following:
My full name
Total amount invested
(current) value of account
I don’t need the full list of every holding I own (I have over 100 in my portfolio).
I’ve asked T212 for help with this and they just keep referring me to the monthly statement, which has already been deemed as unacceptable by the high street lender concerned.
Surely, I should be entitled to a simple statement of account with my name on it bearing in mind I have a lot of money invested with T212?
Can anyone advise?