Some of our most popular application forms can now automatically populate a number of fields using our new Form Pre-population tool.
More info on the new tool here
Everything you need to know when transferring your clients' assets between platforms
Take a look here for more information
To help make applying for a Cofunds Pension Account as smooth and straightforward as possible for you and your clients, we've created a helpful factsheet.
Take a look at the factsheet here
View details of recent and upcoming Corporate Actions
View the latest Corporate Actions here
To help you with your Sunset preparations, the 'Journey to Sunset and beyond' video outlines seven steps you need to consider to ensure you're in the best possible position from April 2016. It also highlights a number of the tools and services we have available to help you along the way - take a look at the short video here.
Also, to offer you further support, every Wednesday at 10am, we're running online webinars to help you and your business prepare for Sunset from the comfort of your desk.
Join the next Sunset webinar here.
Some of our most popular application forms can now automatically populate a number of fields using the new Form Pre-population online.
In just a few clicks, the new tool can pre-populate forms with:
To get started, simply select the Form Pre-population tab on the Document Centre and use the dropdown options to select the form you need.
Take a look at the Document Centre now to get started.
Our 'Transferring to and from Cofunds' webpage has the help and support you need when transferring your clients assets. It includes information on how to complete and submit instructions, a detailed checklist and the answers to some commonly asked questions.
It's worth reiterating that when transferring assets between platforms, if the new platform holds a different share class for a particular fund, the industry standard is to convert it from the current share class to the new share class with no encashment being needed and therefore no CGT liability. This conversion will take place before the transfer happens.
For more information on transferring assets, take a look at the 'Transferring to and from Cofunds' section of the website here.
The factsheet highlights the important things to consider when applying for a Cofunds Pension Account, it answers many of the commonly asked questions, and highlights the forms you need to submit for new and existing clients.
Take a look at our helpful factsheet here.
Cofunds Limited is authorised and regulated by the Financial Conduct Authority FCA Registration No 194734.
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