I believe I’m correct in thinking that a monthly statement is produced, detailing positions closed that month and all other open positions, but I think a consolidated tax certificate/statement with clear information for the average investor produced pre-new tax year would be helpful. Here is what Hargreaves Lansdown say on their website:
“We produce your consolidated tax certificate in spring each year. You can find it by going to ‘Portfolio History’ from the ‘My Accounts and dealing’ overview page”
Is there confirmation via email following an investment, as proof?