Sample Reports
Summary Report Detailed Report
To view and print a copy of a sample Summary Report or a sample Detailed Report, please click on the appropriate box.
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Provides the Client/Accountant with a comprehensive report
"This service takes hours out of a difficult task and provides the Client/Accountant with a comprehensive report on each security. We use this for all trust unit sell transactions."
Robert McLennan, CIBC Wood Gundy, Penticton, B.C.