Top-up existing clients' ISAs and Investment Funds quicker with our simplified forms - that are now only two pages long.
Find out more here
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
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.
View details of recent and upcoming Corporate Actions
View the latest Corporate Actions here
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.
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:
Next time you log in keep an eye out for these notifications.
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?
Cofunds Limited is authorised and regulated by the Financial Conduct Authority FCA Registration No 194734.
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