You are here: AdviserArchive: May 2015

Archive: May 2015

This page is for Professional Financial Advisers only Latest from Cofunds - week commencing 4 May 2015
New and improved Cofunds homepage

New and improved Cofunds homepage - coming on Monday 18 May

On Monday 18 May, we'll be launching a new and improved Cofunds homepage.

Find out more information

Consolidated Tax Vouchers on their way

Consolidated Tax Vouchers on their way

Your clients' annual Consolidated Tax Vouchers have been produced and are on their way. These should be hitting doormats very soon.

Find out more here

Make sure you�re still getting paid post-Sunset

Make sure you're still getting paid post-Sunset

After the 6 April 2016, the only way you can be paid for your services is by charging your clients a fee for an ongoing service they agree to pay for.

Take a look here for more info

Corporate actions

Corporate actions

View details of recent and upcoming corporate actions

View the latest corporate actions here

New and improved Cofunds homepage - coming on Monday 18 May

On Monday 18 May, we'll be launching a new and improved Cofunds homepage.

As well as generally refreshing the way the homepage looks, we've changed the layout of the page.

As a result of this, the log in boxes will be moving to the top right-hand corner of the web screen. This new position should be familiar to you as it's consistent with the layout most other websites use.

Please note that the way you log in and your log in details will not be changing and the services you receive from Cofunds will remain the same.

Consolidated Tax Vouchers on their way

Your clients' annual Consolidated Tax Vouchers have been produced and are on their way. These should be hitting doormats very soon.

As always, these will be available online under your clients' correspondence history.

Make sure you're still getting paid post-Sunset

Remember, the only way you can be paid for your services after 6 April 2016 is by charging your clients a fee for an ongoing service that they agree to pay for.

To help you ensure you're ready for day one, our Sunset web pages have all the information you need to segment your clients, assign them to your charging structure and capture their agreement to pay it.

Take a look at the Sunset web pages.

Perspectives