I am having trouble getting information via a clients power of attorney official. The client has an Aviva Unit trust held in an investment account. I cannot get hold of the financial advisors or Aviva directly. She has a regular income each month but this is not a 5% withdrawal bond. The financial advisor has "estimated" dividend income and interest, however I need more details. This is the last year I shall deal with the client because of these problems! What should Aviva be issuing and surely this should be available now its September!!!
16th Sep 2019
Unit trusts held in an investment account
What kind of certificate should be issued by Aviva
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