You are here: AdviserArchive: March 2015

Archive: March 2015

This page is for Professional Financial Advisers only Latest from Cofunds - week commencing 16 March 2015
NEW: Bulk switching

NEW: Bulk switching

You can now bulk switch funds for multiple clients, online, in just a few clicks.

Find out how

Reducing the number of forms you need to complete

Reducing the number of forms you need to complete

For joint holder Investment Funds to ISA transactions we're reducing the number of forms you need to complete, reducing the chance of delays with your applications.

Find out more here

Making the most of your clients' ISA allowance

Making the most of your clients' ISA allowance

The ISA support web page has all the applications forms you need to make the most of your clients' ISA allowance this year and next.

Find out more information here

Corporate actions

Corporate actions

View details of recent and upcoming corporate actions

View the latest corporate actions here

NEW: Bulk switching

We've launched a new bulk switching service that allows you to switch funds for multiple clients, online, in just a few clicks. You can find bulk switching within the 'Bulk actions' section of the website.

For more information on bulk switching, take a look at our helpful online Q&As and 'How do I?' section.

Reducing the number of forms you need to complete

From Tuesday 7 April, you'll only need to complete one form for joint holder Investment Funds to ISA transactions.

This new application form allows you to sell funds from a joint investment funds holding and invest in either:

  • An ISA for the primary holder
  • Two individual ISAs for the primary and secondary holder.

Making the most of your clients' ISA allowance

From 6 April ISA limits are increasing from £15,000 to £15,240. Whether your clients are looking to invest a lump sum or create a regular contribution, you can find all the application forms you need to make the most of their ISA allowance, this tax year and next, on the ISA Support web page.

Perspectives