Last modified 07:49, 24 Apr 2017

Overview

This section describes the Tools menu options.

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Topics
  • Tax Planning Reports are accessed via Tools > CGT and Dividend Scheduling > Tax Planning Reports and are designed to provide opportunities for generating new fee income via proactive tax planning.
  • This option produces a count of securities if SEDOL codes are in use for the London Stock Exchange
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CCH CGT & Dividend Scheduling

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