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Valuation reports for CTF - how often?

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Can someone tell me how frequently CTF providers are supposed to send valuations?

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  • dunstonh
    dunstonh Posts: 119,548 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Combo Breaker
    Insurance-based ones once a year.   Platform-based ones quarterly.


    I am an Independent Financial Adviser (IFA). The comments I make are just my opinion and are for discussion purposes only. They are not financial advice and you should not treat them as such. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.
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