1. addy Help Centre
  2. Information for Members
  3. Exempt Market Dealer/Funding Portals

What is a quarterly statement?

Information about encrypted quarterly statements

Exempt Market Dealers are required to send a quarterly statement regarding any properties you have invested in where they act as the dealer. This is done upon request at the end of each quarter, and you will receive notice that the request period has opened.

While this information is generally always available in your addy profile, it can be provided to you in a manner similar to the below template.

If you have any questions whatsoever please email support@addyinvest.com from the email address associated with your addy account.