You are here: AdviserArchive: March 2015

Archive: March 2015

This page is for Professional Financial Advisers only Latest from Cofunds - week commencing 2 March 2015
ISA and pension cut off times now available

ISA and pension cut off times now available

The tax year end web pages are now live including our ISA and pension dealing cut off times.

More information on tax year end

A new way to view your fee MI

A new way to view your fee MI

The new fees and charges report is an easy-to-use tool that provides you with a clear, straightforward view of your clients' fees.

Find out more here

Sippcentre rebranding to AJ Bell Investcentre

Sippcentre rebranding to AJ Bell Investcentre

Last year Sippcentre rebranded to AJ Bell Investcentre and you'll begin to notice these changes.

Find out more information on the rebrand here

Corporate actions

Corporate actions

View details of recent and upcoming corporate actions

View the latest corporate actions here

ISA and pension cut off times now available

Our ISA and pension dealing cut off times are now available on the tax year end web pages. Here you'll also find all the application forms you need for this tax year, and next, as well as details of our extended Adviser Support Team opening hours.

Take a look at the tax year end web pages.

A new way to view your fee MI

Our recently launched Fees and Charges Report is a new easy-to-use tool that provides you with a clear, straightforward view of your clients' fees - making it simple for you to reconcile the payments you receive.

The tool allows you to:

  • select a specific fee period
  • select how often your fee is charged
  • print out a breakdown of all the relevant fees based on your search criteria

Find out more information on the fees and charges report here.

We're reducing the amount of individual letters your clients receive

We've been listening to feedback and we're pleased to let you know that if a client is due to receive multiple letters from us on a particular day, we're now sending them in a single envelope - reducing the amount of paper they receive from us.

Sippcentre rebranding to AJ Bell Investcentre

Last year Sippcentre rebranded to AJ Bell Investcentre and we're currently in the process of updating our systems, website and literature. As a result you'll begin to notice the term 'AJ Bell Investcentre (SIPP) formerly known as Sippcentre SIPP' on our website and literature to reflect this change. Please note the terms and conditions of the Sippcentre SIPP, available through Cofunds, won't be changing.

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