New CGT reporting tool for ARC GIAs

Our new CGT reporting tool for Aegon Retirement Choices (ARC) General Investment Accounts gives advisers and paraplanners the information they need to manage their client’s CGT liabilities.

Here's a quick overview: 

Dashboard: See a visual summary of profit and loss over an adjustable time period.

Valuation: get an asset overview and profit status of each holding.

Cost-base enquiry: Easily obtain the data you need to calculate and manage CGT status.

Reports: Access reports on realised or unrealised gains.

Historical cost base: Input historic prices for stock transfers to ensure data accuracy.

To use the tool simply log onto ARC and use the link on the left-hand menu, or if you want a more detailed overview, please read the user guide.