Issue

How can I request a Tax Statement template that is not currently available in Class?

Resolution

Lodge a support request for a Tax Statement template, providing the following details:

• The approximate number of the impacted funds (Refer to the instructions to identify How many Funds invest in a particular security
• Two actual Tax Statements for a given investment; and
• Fund codes or Fund URL in which these two tax statements relate to.

Class aims to make Tax Statement template ratios available within 2 weeks of receiving the sample statements.

For more information refer to our knowledge article Tax Statement Templates Requests.