You are here: AdviserArchive: September 2011

Archive: September 2011

This page is for Professional Financial Advisers only Latest from Cofunds - week commencing 19 September 2011

Creating your future with Cofunds

Last week Martin Davis made an announcement about our plans to help advisers transition their businesses to ensure you're ready for RDR. Visit our blog for news on the announcement, which included information on Cofunds' three propositions, our delivery roadmap and our new, transparent pricing model.

As well as the blog, you can find out more information by downloading our brochure.

The markets don't make it easy!

Are you finding it tricky to monitor your clients' investment strategies with the markets so unpredictable? We can give you a succinct, yet in-depth, market update as well as some helpful hints to get you and your clients through both the current market uncertainties and the RDR - all for one morning out of the office.

We've asked Sky News presenter and former BBC Business Editor Jeff Randall to join us as our guest speaker. He'll explain the importance of 'reputation' in times of financial turmoil - clearly a very relevant topic at the current time!

Jeff will be joined by six top fund managers, each examining a different sector. You'll hear the very latest expert assessments of China, UK Income, Absolute Return, Global Equity, Agriculture and Property - which will help you to assess investment opportunities for your clients. Our speakers will share their top tips putting you in a great position to demonstrate the value of your advice to your clients, and you have the opportunity to grill them, posing any questions you may have.

The Economic Forum will be a morning well spent - register your place now.


Regional workshops: The transition to fees

We've teamed up with the tax experts from Grant Thornton to cover off the thorny issue of VAT and how this affects you in the transition from commission. We'll also show how we can help you transform your business, using client segmentation to ease the process of the move from commission to fees.

Find out more about the workshops and register your place here.


Are you missing a trick?

Many advisers are missing out on time and cost saving solutions available on the platform simply because they are not aware they exist. We want to put this right. Take a look at our two new videos 'Putting Cofunds at the heart of your business' and 'Using the financial planning tools' to help you to get the most out of the tools and services we offer on the Cofunds platform.


Corporate actions

View details of recent and upcoming corporate actions.
Perspectives