You are here: AdviserNews: January 2017

News: January 2017

This page is for Professional Financial Advisers only Latest from Cofunds - week commencing 23 January 2017
Important Fund Merger Process Change

Important Fund Merger Process Change

We have updated the process to place investments into a fund which is scheduled to close.

Read more information here

Are You Managing Pending Trades?

Are You Managing Pending Trades?

We've recently updated our webpages around pending deals.

View the details here

Autumn Statement Recap By Technical Connection

Five take-aways from the Autumn Statement

In this video by Technical Connection discover the key features in a recap of the Autumn Statement to ensure you are informed heading into the new tax year.

Watch the video here

Portfolio Reporting Rebrand

Portfolio Reporting Rebrand

We are pleased to let you know we have renamed our Portfolio Reporting to Model Portfolio Reporting.

View more details here

Corporate Actions

Corporate Actions

View details of recent and upcoming Corporate Actions.

View the latest Corporate Actions here

Important Fund Merger Process Change

If you wish to place investments into a fund that is scheduled to close after merging with another fund, we need to receive your instruction six working days before the merger takes place. You may instead wish to purchase into the ongoing fund, if available prior to merger. Redemptions are not affected and can be received up to the date the merger takes place.

For details of which funds are merging and the last investment day take a look at our Corporate Actions page.

Are You Managing Pending Trades?

We've recently updated our webpages around How Do I? > Pending Trades and My Information > Pending Deals - to help you manage, prioritise and keep on top of expiring trades.

There is nothing worse than having a pending trade expire especially heading into tax year end and the possibility of missing out on ISA allowances through expired trades.

If you have any questions please email businesssupport@cofunds.co.uk.

Portfolio Reporting Rebrand to Model Portfolio Reporting

We're pleased to let you know we've renamed our Portfolio Reporting to Model Portfolio Reporting. If you have any questions about the new report please email businesssupport@cofunds.co.uk

Take a look at the new Model Portfolio Reporting page here.

Perspectives extra - Our interactive magazine app