Support topics

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Managing your investment proposition

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Excess reportable income

Our excess reportable income (ERI) report gives you the information your clients need to calculate ERI (the amount of profit their offshore reporting fund(s) held in the General Investment Account earned beyond the income paid to them as dividends or interest). This allows your clients to report the ERI on their tax return.

If you’ve got a query about activation or online journeys, web chat is the best way to get in touch with us.

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If you’ve got a query about activation or online journeys, web chat is the best way to get in touch with us.

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Opening times

We're here to help Monday to Friday, from 8:30am to 5:30pm.

Every Tuesday, we open slightly later at 9:45am while our team completes training to help us support you even better.

If you get in touch when we're closed, our virtual assistant can still help by answering questions and guiding you to useful support information. Please note that it isn't able to transfer you to a live agent outside our opening hours.

A helping hand for those requiring extra support

If your circumstances mean that you need some extra support, we’re here to help. 

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