You are here: AdviserArchive: November 2015

Archive: November 2015

This page is for Professional Financial Advisers only Latest from Cofunds - week commencing 9 November 2015
Tracking your clients' move to clean share classes

Tracking your clients' move to clean share classes

Keep track of our progress as we convert your clients, with our new Sunset Progress Tracker report.

Find out more information on Sunset Progress Tracker

Security changes to the Cofunds website

Security changes to the Cofunds website

Coming soon: The security settings on the Cofunds website will be even stronger.

Find out more information on these web improvements

Corporate Actions

Corporate Actions

View details of recent and upcoming Corporate Actions

View the latest Corporate Actions here

Tracking your clients' move to clean share classes

We're now in the process of converting your clients to commission-free share class funds. You can monitor our progress every step of the way, with our Sunset Progress Tracker report.

With the Sunset Progress Tracker you'll also be able to see a high-level comparison of your clients' current charges and what they'll be charged after they're converted. The report will only populate once we've produced a cost comparison calculation and scheduled your client in for their conversion.

Take a look at the Sunset Progress Tracker report.

Security changes to the Cofunds website

Coming soon: Security improvements will be made to our website, which will mean:

  • Every time you or your client login, the last login date will be displayed
  • Whenever your client updates their password, they'll receive a confirmation email back
  • All new passwords, which include expired and reset passwords, will now need to include one capital letter, one lower case letter, a minimum of one numeric value and be at least eight characters in length.
Perspectives extra - Our interactive magazine app