You are here: AdviserArchive: September 2015

Archive: September 2015

This page is for Professional Financial Advisers only Latest from Cofunds - week commencing 14 September 2015
Sunset Investor Communications

Sunset Investor Communications

To meet the 6 April 2016 Sunset deadline, we'll soon be writing to all investors who are yet to be fully converted to commission-free share class funds.

Find out more information on the Sunset correspondence

Complying with FATCA

Complying with FATCA

To comply with The Foreign Account Tax Compliance Act (FATCA), soon we'll be required to capture your client's tax residency details.

Find out more information on FATCA

Fund Group advertorial

Fund Group advertorial

Pictet Asset Management launches their first onshore fund for UK investors.

Find out more information about Pictet

Corporate Actions

Corporate Actions

View details of recent and upcoming Corporate Actions

View the latest Corporate Actions here

Sunset Investor Communications

To meet the 6 April 2016 Sunset deadline, we'll soon be writing to all investors who are yet to be fully converted to commission-free share class funds.

Our correspondence will clearly explain what's changing as a result of Sunset, how that specifically affects their investment charges and it will provide notice of when we'll start converting their investments. We've ensured that your clients will receive a personalised pack that only includes information that is relevant to their investments on Cofunds. You can find out what will be included in this communication and take a look at some example letters on our updated Sunset web pages.

Complying with FATCA

The Foreign Account Tax Compliance Act (FATCA) aims to combat tax evasion by US tax residents using foreign accounts. Under UK law and to comply with FATCA, we may need to capture your client's tax residency details.

We've already begun to request this information from you, and if we don't already have this, we'll soon be writing to you to explain how you can easily provide this using our improved Self-Certification form.

Fund Group advertorial

Pictet Asset Management has launched its first onshore fund for UK investors: The FP Pictet Multi Asset Portfolio. The fund is managed by the Multi Asset team led by Percival Stanion. The team, which includes Andrew Cole and Shaniel Ramjee, joined Pictet AM from Baring Asset Management in November 2014. They have managed multi asset funds together since 2001.

Find out more information on the FP Pictet Multi Asset Portfolio

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