You are here: AdviserArchive: August 2015

Archive: August 2015

This page is for Professional Financial Advisers only Latest from Cofunds - week commencing 10 August 2015
Simplifying Our Application Forms

Simplifying our Additional Contribution Forms

Top-up existing clients' ISAs and Investment Funds quicker with our simplified forms - that are now only two pages long.

Find out more here

New 'My Client Dashboard' Notifications

New 'My Client Dashboard' notifications

Our new helpful notifications on 'My Client Dashboard' will let you know what's still required from you, as we approach Sunset.

Find out how

Cofunds Pension Account (CPA) - Improved Transaction History

Cofunds Pension Account (CPA) - Improved transaction history

Quickly and easily identify particular payments that have taken place on your client's Cofunds Pension Account, using the improved transaction history on the Pension Trading Account.

Find out more here

Corporate Actions

Corporate Actions

View details of recent and upcoming Corporate Actions

View the latest Corporate Actions here

Simplifying our Additional Contribution Forms

We've simplified our ISA and Investment Funds Additional Contribution Forms - enabling you to top-up your clients' investments quicker. You'll notice that the amount of information that you need to provide has been reduced and now our forms are just two pages long.

Take a look at the Document Centre to start using the improved ISA and Investment Funds Additional Contribution Forms now.

New 'My Client Dashboard' notifications

To help manage your clients' fees in the approach to Sunset we've introduced helpful notifications on 'My Client Dashboard', that highlight the actions still required from you.

You'll notice that a notification will now appear on My Client Dashboard when:

  • Your client is yet to be segmented
  • Your fee or charge has yet to be agreed to by your client
  • A Sale for Regular Payment or a Fund Sale Instruction hasn't been set up to manage fees or charges.

Next time you log in keep an eye out for these notifications.

Cofunds Pension Account (CPA) - Improved transaction history

To help you keep an eye on your clients' Cofunds Pension Account transactions, we've improved the Pension Trading Account transaction history. This means that you can now identify payments such as drawdown tax free cash and a annuity purchase more easily in the history section.

Why not log in and take a look at your clients' pension transactions now?

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