You are here: AdviserArchive: February 2014

Archive: February 2014

This page is for Professional Financial Advisers only Latest from Cofunds - week commencing 10 February 2014
Everything you need for tax year end

Everything you need for tax year end

Tax year end web pages are now live.

More information on tax year end

Promoting ISAs to your clients

Promoting ISAs to your clients

Encourage your clients to make full use of their ISA allowance this year, and next, with our ISA Support Pack.

Details on promoting ISAs to your clients

Improvements to the way you can take your fees

Improvements to the way you can take your fees

This could make the process of taking your fees more tax efficient for your clients.

Details on how your fees can be taken

Making sure you get paid

Making sure you get paid

Sale for Regular Payments (SfRPs) can be set up to meet the whole of the adviser fee or intermediary charge.

More information on SfRPs

Corporate actions

Corporate actions

View details of recent and upcoming corporate actions

View corporate actions

Perspectives