HOW IT WORKS
You mandate MeTTa Capital to collect and distribute all your investment documentation, including your tax certificates which entitle you to your 100% tax deduction.
All your Section 12J investments now exist within one statement. Our market-leading reporting service provides you each quarter with:
- A Portfolio Fact Sheet.
- A personalised consolidated holdings and cash activity statement showing the latest value and returns of each 12J investment.
- Individual newsletters detailing the most recent developments within each fund.
- Constant updates and information on the exit options of each investment towards the end of their terms (5-6 years).
MONITORING & REPORTING
Provide each investor and/or their wealth manager with their own personalised quarterly investment statement and newsletter through our reporting and distribution partner, Prescient Fund Services.