You are here: AdviserArchive: October 2016

Archive: October 2016

This page is for Professional Financial Advisers only Latest from Cofunds - week commencing 3 October 2016
Notification of funds re-opening

Notification of funds re-opening

Some Fund Managers have re-opened some of their suspended property funds.

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Discover the new tax and pension programs, by Technical Connection

Discover the new tax and pension programs, by Technical Connection

Watch Technical Connection's new tax and pension discussion programs.

Visit the Technical Hub

Further updates to our handy online tutorials

Further updates to our handy online tutorials

Learn how to search for a client, change a client's address or set up a new client in our online tutorials.

Read more here

New fund launches

New fund launches

We've launched new funds onto the Cofunds platform. You can download the fund Key Investor Information Documents (KIIDs) and fund factsheets in the Research Centre on the Cofunds website.

Views funds

Corporate Actions

Corporate Actions

View details of recent and upcoming Corporate Actions.

View the latest Corporate Actions here

Notification of funds re-opening

Following the property fund suspensions, some Fund Managers have re-opened or notified that they're re-opening their funds.

Find out more information.

To help you with any specific questions you and your clients may have in regards to how re-opening funds affects trading, sell downs or other platform activity, we've set up a dedicated Questions & Answers page for you. Please also check our Questions & Answers on model portfolios - if you've unlinked a fund whilst suspended, you may need to take action after the fund re-opens.

Further updates to our handy online tutorials

We've updated our Client Servicing online tutorials - for new Cofunds users or to refresh your memory. Learn how to:

  • Search for a client
  • Change a client's address
  • Set up a new client

Take a look at the Client Servicing tutorials

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