Generating Corporate Statements

You can generate and download official statements for your corporate account directly from the Granite dashboard.

What statements are available?

Granite supports two statement types:

• IC (Investment Certificate) statement

  • Shows your investment position for the selected period (for example: opening and closing position, valuation as of the statement date, and relevant activity impacting the investment).

• Cash statement

  • Shows cash movements for the selected period (for example: deposits, withdrawals, and any cash activity related to your account).

Who can request a statement?

Any corporate dashboard user can request statements, including:

• Maker

• Checker

• Signatory

What periods can I issue statements for?

You can issue statements for:

• Monthly

• 3 months

• 6 months

• Custom period (choose your own start and end dates)

Export formats

Statements can be exported as:

• PDF

• Excel

How to request a statement

1. 1. Log in to the Granite corporate dashboard.

   2. Go to Statements.

   3. Choose the Statement type:

      • IC (Investment Certificate), or

      • Cash

   4. Choose the Period:

      • Monthly, 3 months, 6 months, or Custom

      • If you choose Custom, select the Start date and End date.

   5. Click Generate (or Request statement).

   6. Once generated, choose your export format:

      • Download PDF, or

      • Export Excel