Where can I see confirmation of my Impact Fund investment purchases and redemptions?

After a buy (purchase) or sell (redemption) trade is confirmed, you will be able to download a contract note in the Triodos Mobile Banking App and/or Internet Banking.

The contract note is available under 'Pending' transactions after the trade is confirmed and will move to 'Completed' transactions once the trade has settled.

Once in your Stocks and Shares ISA or Impact Investment Account, go to ‘Transactions’ and underneath ‘Transactions’ click on ‘Pending’ or 'Completed' which will show you the details of:

• £ amount bought or sold
• Number of shares bought or sold
• Price per share at the time of the transaction
• A download button through which you can download a PDF contract note

Your 'Completed' transactions will show the details of all your settled purchases and redemptions, including redemptions to cover the Annual Service Charge.

Related FAQs

Related how-to guides

How to buy shares or top up your impact investment

How to set up a regular monthly investment

How to sell your impact investment shares

Related downloads

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