You are here: AdviserArchive: May 2015

Archive: May 2015

This page is for Professional Financial Advisers only Latest from Cofunds - week commencing 18 May 2015
Find information quicker and easier with our new homepage

Find information quicker and easier with our new homepage

We've refreshed the way our homepage looks so that you can find the information you need quicker and easier.

Find out more here

Sunset � less than 12 months away

Sunset - less than 12 months away

To ensure you're paid for your services after 6 April 2016, we've created a number of Sunset MI reports for you to prepare for the transfer from trail commission.

Find out more about Sunset here

We can help you prepare for Sunset with our range of online tutorials

We can help you prepare for Sunset with our range of online tutorials

Our range of simple and intuitive online tutorials guide you through our processes, tools and services to you prepare for Sunset.

Take a look here for more info

Corporate actions

Corporate actions

View details of recent and upcoming corporate actions

View the latest corporate actions here

Find information quicker and easier with our new homepage

You may have noticed that we've refreshed the way our homepage looks and made it quicker and easier for you to find the information you need.

These improvements mean that you now log in using the buttons in the top right-hand corner of the web screen.

Please note that the way you log in and your log in details will not be changing and the services you receive from Cofunds will remain the same.

Take a look at the new homepage now

Sunset - less than 12 months away

With Sunset less than 12 months away it's important that your client bank is ready for the conversion to commission-free share class funds. To help ensure you're paid for your services after 6 April 2016, we've created a number of Sunset MI reports that allow you to audit and prepare for the transfer from trail commission.

Take a look at the Sunset web pages for more information

We can help you prepare for Sunset with our range of online tutorials

We have a range of simple and intuitive online tutorials that guide you through our processes, tools and services. In just a few minutes you can get up to speed with:

  • creating segments and affirming fee models
  • segmenting your client base to reflect the services and fee models you offer
  • and much more

Take a look at all of the online tutorials available now.

Perspectives