You are here: AdviserArchive: April 2012

Archive: April 2012

This page is for Professional Financial Advisers only Latest from Cofunds - week commencing 16 April 2012

New Cofunds RDR functionality - Training workshops 1 May to 21 June

Make sure you don't miss out on our latest schedule of nationwide technical workshops, focussing on how our new functionality can help transition your business from commission to fees.

Take a look here to see the venues and book your place.

New document centre - Reminder

Later this week, we'll be launching our improved document centre helping you to find the document you're looking quicker and easier.

The key improvements we've made are:

  • Cleaner design and layout to make it easier to find the document you're looking for
  • Quick links to the 10 most popular documents
  • Quick links to the 10 most popular document centre pages
  • Promotional area allowing us to highlight documents that are particularly relevant to you at a given time.

The underlying document layout has not changed and we have left the old Document Centre available to you until the summer.

View our online demonstration and find out more.

Segmenting clients on Cofunds: Training webinars

Come along to one of interactive online sessions and learn more about segmenting your client base on Cofunds and how it'll help you prepare for a post RDR world. Take a look at the training schedule and book yourself on a session.

Missed our RDR newsletter?

Over the coming year we'll be regularly updating you on our programme of key RDR developments via a series of newsletters. The first edition of which provides an overview on what's in store from us over the next 12 months or so, setting the scene on how it affects you and your clients. Take a look at the first edition.

Launching 'Your overview of Cofunds'

Created for your clients, our new brochure provides an easy to read outline of who we are and the services we offer. We've listened to investors, making the brochure as clear as possible, steering away from jargon and complicated lingo.

Browse 'Brochures' under 'Useful information' with the Document centre

Corporate actions

View details of recent and upcoming corporate actions.