You are here: AdviserArchive: February 2011

Archive: February 2011

This page is for Professional Financial Advisers only Latest from Cofunds - week commencing 7 February 2011

Helping you submit those last minute ISA applications

We’re once again setting up ISA collection points across the UK, enabling you to submit those last minute ISA applications before the end of the tax year. We’re seeing a lot of you submit applications online, however if you’d prefer to drop off your applications  there will be 15 national collection points open on the 5 April 2011 from 8.30am to 6pm (5pm in Belfast). Take a look at our Tax Year End webpage to find out where your nearest one is.

CPA improvements - Forms clearer and easier to use

Following your feedback we’ve made the Regular Investment Instruction and the remuneration section of the Client Declaration form much clearer and easier to use. There is also a new Adviser Charging Application form so you can request remuneration changes. All forms can be found in our document centre.


Ensuring your fees are paid

As part of our ongoing developments to help you prepare for the RDR, you can now set up your client’s account so a portion of their investments is automatically sold to meet any regular payments like regular withdrawals or adviser fees.

This new enhancement affects clients that already have regular withdrawals in place and have agreed to pay you a fee for your services. If a client of yours has been affected you will have been notified by letter. You can view the letter here.

To help you understand the changes and how they may affect you, we've prepared this detailed brief as well as a Q&A document.

Want to know more? Useful information and demos of the new technology can be accessed easily at the 'How do I?' section of our website.

Or alternatively join us on one of our WebEx sessions and find out how the new service works and how you can make the most of the new functionality. Take a look at the online training section of our website to find out more.

As part of the new functionality we have updated some of our forms to reflect the changes. If you have copies of the forms printed we will still accept them until the 21 February 2011.


Adviser Support Team closing early on 10th Feb

We’re always looking to improve the customer service we offer. So on the 10th February 2011 our Adviser Support Team will close at 3.15pm to attend an important company training session.

If you need our help with any questions on the10th February, please call us before 3.15pm or email us on businesssupport@cofunds.co.uk and we’ll get back to you as soon as possible the next working day. Alternatively you might find the answers you need at the ‘How do I?’ section of our website.


Corporate actions

View details of recent and upcoming corporate actions
Perspectives