What is an employer reporting service?

As more and more employers have to make sure employees adhere to their personal account dealing policies, individual investors are increasingly expected to report any investment activity to their employer. This is especially true if the employer is regulated or listed on a recognised stock exchange.

Our employer reporting service helps take the hassle out of this process by automatically sending all relevant UK investment information to your employer on your behalf. This information is transferred securely via email (if we have a contract with the employer) or post (if we don't), and it's always sent on time.

You can set up, edit or remove our employer reporting service by following these simple steps:

  1. Log on to your Smart Investor account, and click on the ‘Investments’ tab
  2. Click on the 'Manage Account' page and select 'Employer Reporting Services'.

If your employer has a personal account dealing policy, it's vital that you understand and adhere to it or you may violate your terms of your employment. Please be aware that we take no responsibility for monitoring investor activity. It's the investor's responsibility to set up reporting on all applicable accounts.