You are here: AdviserArchive: September 2016

Archive: September 2016

This page is for Professional Financial Advisers only Latest from Cofunds - week commencing 12 September 2016
Don't be a victim of fraud, keep your information secure!

Don't be a victim of fraud, keep your information secure!

Everyone can be at risk from identity fraud.

Read more here

New and improved online tutorials

New and improved online tutorials

We're launching new and improved online tutorials.

Find out more

What to do when a client passes away

What to do when a client passes away

We've created a guide to help you and the executors or administrators manage your client's investments.

Read more

Know your options - documents available in braille and large print

Know your options - documents available in braille and large print

Discover more

Corporate actions

Corporate actions

View details of recent and upcoming corporate actions.

View the latest corporate actions here

Don't be a victim of fraud, keep your information secure!

Everyone can be at risk from identity fraud and as a crime that's on the rise, we all need to make sure we're taking steps to reduce the likelihood of becoming a victim.

Take a look at our top tips here.

New and improved online tutorials

We're reviewing our online tutorials to give you the confidence you need to use the tools and services we provide on the Cofunds platform.

Our video guides provide step-by-step demos for you to follow from how to trade online to creating segments and assigning fees and charges.

Take a look at our updated Buy, Switch and Sell tutorials.

What to do when a client passes away

It can be a difficult time when a client passes away and we want to make the next steps as simple as possible. Therefore, we've put together a guide to help you and the executors or administrators manage their investments.

When someone dies - a guide for executors and administrators

Know your options - documents available in braille and large print

We understand that different clients have different needs.

To help you support your clients, we offer our sales aids, factsheets, brochures and disclosure in large print and braille.

You can find out more or request a document by contacting us on 0345 604 4001* or email businesssupport@cofunds.co.uk

*Calls may be recorded for training and quality purposes. Call charges will vary.

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