You are here: AdviserArchive: July 2015

Archive: July 2015

This page is for Professional Financial Advisers only Latest from Cofunds - week commencing 13 July 2015
Summer Budget � what's changed?

Summer Budget - what's changed?

Technical Connection summarise the key changes announced in the Summer Budget.

Find out what the changes may mean to you and your clients

Working together to keep your clients safe

Working together to keep your clients safe

With the number of fraudulent activity across the industry rising, ensure your clients are safe with our helpful tips.

Find out more here

Corporate actions

Corporate actions

View details of recent and upcoming corporate actions

View the latest corporate actions here

Summer Budget - what's changed?

To help you get to grips with the important changes from this month's Summer Budget, Technical Connection have produced a summary of the key points including the updates on Income Tax, Inheritance Tax and pensions.

Take a look at Technical Connection's summary of the Summer Budget.

Working together to keep your clients safe

The number of fraudulent online instructions being sent to advisers across the industry is on the increase due to email hacking.

It's important that we all remain vigilant to prevent this crime. Here are some simple tips to help keep fraudulent attempts at bay:

  • Ensure all email instructions have come from a legitimate source or person
  • Validate bank account details using original documentation only
  • Ensure that the client due diligence documentation you maintain on file is up-to-date
  • Never respond to emails asking you to 'remind them' of their client information
  • Use your knowledge of your customer to identify transactions which seem out of character
  • Ensure your anti-virus software and firewall is up-to- date and encourage your clients to do the same.
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