periodic statement

a report which a firm is required to provide to a client pursuant to:

1. (a) COBS 16.3 (Periodic reporting) where the firm is carrying on designated investment business other than MiFID, equivalent third country or optional exemption business;
2. (b) COBS 16A.4.1R where the firm is carrying on MiFID, equivalent third country or optional exemption business.
3. (c) [deleted]
4. (d) [deleted]