With Sunset less than a year away, ensure you're paid for your services once the regulations come into play.
Take a look at our Sunset web pages
You've decided the service you wish to offer, and created, assigned and affirmed them to a segment and fee model - now convert their holdings.
Find out more info on share class conversions
To help you understand the important pension changes that came into effect on 6 April, we've created a dedicated webpage that summarises these key changes.
Take a look for more information
HMRC has confirmed UK resident trusts and other financial institutions no longer have to submit annual 'nil returns'.
Find out more here
View details of recent and upcoming Corporate Actions
View the latest Corporate Actions here
Implementation of the FCA's PS13/1 regulations is now less than a year away and it's important to remember that you'll only able to charge your clients for an ongoing service that they agree to pay for.
To help you prepare for Sunset and ensure that you continue to be paid for your service once the regulations come into play, our Sunset web pages have the information you need to segment your clients, assign them to your fee models and capture their fee affirmation.
Take a look at the Sunset web pages.
You've analysed your clients, decided the service you wish to offer, and created, assigned and affirmed them to a segment and fee model - you're now able to convert their holdings to commission-free share class funds.
Step 7 of our Sunset web pages has the information you need to share class convert.
To help you understand the important pension changes that came into effect on 6 April, we've created a dedicated web page that summarises these key pension changes and how your clients may benefit.
Take a look at thepension changes here.
For UK resident trusts and other financial institutions that have no US-reportable accounts, HMRC has confirmed they'll no longer be required to submit annual 'nil returns' in order to ensure compliance with the US Foreign Account Tax Compliance Act (FATCA).
Find out more information on Technical Hub.
Cofunds Limited is authorised and regulated by the Financial Conduct Authority FCA Registration No 194734.
* Telephone lines are open Monday to Friday 9am to 5pm. Calls may be recorded for training and quality purposes. Call charges will vary.