You are here: AdviserArchive: June 2015

Archive: June 2015

This page is for Professional Financial Advisers only Latest from Cofunds - week commencing 1 June 2015
New: Online pre-population for application forms

New: Online pre-population for application forms

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

Online support available for transferring assets

Online support available for transferring assets

Everything you need to know when transferring your clients' assets between platforms

Take a look here for more information

Helping you get your CPA applications right first time

Helping you get your CPA applications right first time

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

Corporate actions

Corporate actions

View details of recent and upcoming corporate actions

View the latest corporate actions here

The journey to Sunset and beyond

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 now.

New: Online pre-population for application forms

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:

  • Your adviser details
  • Your selected client details
  • Their funds for investment

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.

Online support available for transferring assets

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.

Helping you get your CPA applications right first time

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.

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.

Perspectives