19 March 2024
Annual statements for the year ending 29 February will be distributed in March
Glacier’s annual statements will be made available on the intermediary web during this week. They will be posted to clients from 25 March and distributed to clients via email on 22 March.
Tax certificates
Please note that no tax certificates will be included with this distribution.
Like last year, all tax certificates will be distributed to clients closer to the start of the 2024 tax filing season, along with a summary statement. Provisional tax reports can, however, be requested online at any time.
Posting of IRP5 certificates
It is required by the Protection of Personal Information Act of 2013 ("POPIA") that we keep our clients' personal information secure, and therefore we will not post any IRP5 certificates to clients who prefer communication via post, as it contains sensitive personal information.
Support for your client discussions
Reading material that provides context to the performance of investment markets in 2023 and the current outlook for 2024 is available to you and your clients here and from your Glacier Business Development Manager.
