You are here: AdviserArchive: July 2012

Archive: July 2012

This page is for Professional Financial Advisers only Latest from Cofunds - week commencing 9 July 2012

Portfolio planning tool unavailable - Friday 20 July

Distribution Technology is conducting some essential maintenance to their website on Friday 20 July between 8.30pm - 12.00am, so you won't be able to access the Portfolio planning tool.

We're sorry for any inconvenience this may cause - we do try to keep site maintenance to off-peak times to minimise the inconvenience to you.

Changes to all bond and pension application forms

Self-directed clients are unable to take out a bond or pension on the platform as they're designed as advised products. As a result, we've updated all of our bond and pension application forms.

If you have any old-style bond and pension application forms still to hand, we'll be unable to accept them after Friday 13 July. You can find the updated application forms within the document centre.


Still using the 'Adviser Remuneration and Trail Rebate form'?

The way you assign your clients to a fee model is now an online process.

You're able to assign a client to a fee model while segmenting them online or by locating the client within Client Serving, clicking on the Account Maintenance tab and clicking 'Edit' under the Fees section.

The Adviser Remuneration and Trail Rebate form has been replaced with a Trail Rebate Application form. A new One-off Advice Fee form has also been created.

We'll be unable to process any Adviser Remuneration and Trail Rebate form and old One-off Advice Fee forms after the 13 July.


Economic Forum - Harrogate June 2012 - The video highlights

With the RDR fast approaching and global markets still uncertain, it can't be easy planning client investment strategies.


New fund managers to Cofunds

We're delighted to welcome Heartwood's range of multi asset funds to the platform. Also, keep an eye out for RWC's range of funds which will be launching very soon.


Corporate actions

View details of recent and upcoming corporate actions.
Perspectives