You can now calculate a blended OCF and Growth Rate based on the fund selected, which can be used for your client's CPA illustration.
Find out more here
With online fraud on the increase within the industry, discover how you can help keep your clients secure.
Discover how to prevent online fraud here
Our ISA doesn't currently offer 'Flexible ISA' withdrawals, although we will keep this under review. Please speak to your Cofunds Account Manager if you have any feedback.
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Our Total Ongoing Charges & Total Expense Ratio comparison calculators have been renamed to OCF and Growth Rate Comparison Calculator.
And this tool, which is available within the illustrations section of the website, have been improved to also display the fund's growth rate based on its Investment Association (IA) sector.
The tool then calculates a blended Ongoing Charges Figure (OCF) and Growth Rate based on the funds selected. The Growth Rate figures displayed will change depending on whether the product is wrapped or unwrapped.
This new functionality will help if you use the Cofunds Pension Account, as both the blended OCF and Growth Rate calculated can now be entered into the Cofunds Pension Account illustration.
The number of fraudulent online instructions made across the industry is on the increase due to email hacking.
We take security very seriously and we're always on the lookout to detect fraud attempts.
And it's important that you also remain vigilant, so here are some simple tips to help you prevent online fraud:
Cofunds Limited is authorised and regulated by the Financial Conduct Authority FCA Registration No 194734.
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