‹ Periodic Statements BC-2.8.6 › BC-2.8.5 Past version: Effective from 18 Jul 2025 to 30 Jun 2007 To view other versions open the versions tab on the right Investment firm licensees must promptly and at suitable intervals provide their clients with a written statement when they: (a) undertake the activity of managing financial instruments; or (b) operate a client's account containing financial instruments. ‹ Periodic Statements BC-2.8.6 ›