You are here: AdviserArchive: September 2010

Archive: September 2010

This page is for Professional Financial Advisers only Latest from Cofunds - week commencing 20 September 2010

Calling our contact centre

We are currently experiencing an unprecedented level of calls to our Adviser Support Team – please bear with us while we address the situation.

If you are having difficulty getting through, please visit the ‘How do I?’ section of the website or alternatively you could email us at and one of our dedicated team members will get back to you as soon as possible.

Apologies for inconvenience that this may have caused.

A tax and investments update from our technical hub

Last month there were no major developments in taxation, though details of the reprieve for tax relief on furnished holiday lettings have been given. In the area of collective investments the Investment Managers Association has published sales statistics for June 2010 as well as the results of its review of the absolute return fund sector. These and other developments can be viewed in our technical hub section of the website.

Farewell to the Fund Charge Schedule...

...Hello to ‘My trading terms’. As part of our drive to improve the service we provide, we want to make sure you are always accessing the most accurate, up to date information. To this end, the Fund Charge Schedule will no longer be available from 1st October 2010. The majority of you already prefer to access this information via the ‘My trading terms’ section of the website (under the ‘My information’ tab) which holds the same range of information and benefits from being updated daily rather than monthly. This ensures that you can access and print the most up to date information for the benefit of both you and your clients.

Investing in the business

Our aim is to make your experience with us as smooth and effortless as possible. We know we have work still to do to achieve this, so that’s why we’re keen to continually invest in our service and platform. So that’s why our programme of rolling web improvements, borne out of extensive usability studies with advisers, paraplanners and administrators, is a key way of doing just that. These first changes are a small first step but we’re hopeful they will make a positive difference to your experience with us.

We will be rolling out further improvements over the coming months to ensure that the site structure and all of our platform tools better match the way you work. These improvements have been designed on the back of the research and analysis we have undertaken over the last year – thanks to those of you who have taken part.

The new web design makes it easier for you to navigate the online platform via cleaner, fresher and simpler web screens.

Improvements include:

  • Direct login – Advisers can now log in to the Cofunds website direct from the public homepage with no extra clicks needed
  • A new secure homepage – The homepage has been redesigned to be more user-intuitive. Three main panels will direct users to the functionality used most often, putting the adviser’s clients at the heart of the site
  • Client search - Advisers can search for their clients’ records direct from the homepage and then quickly starts the research, planning or transaction processes, rather than having to navigate through the site
  • New client set-up – New clients can be set up straight from the homepage with direct links to enable advisers to start client profiling and transacting right away
  • Search the site - A powerful new search function can quickly find exactly what users are looking for.

Corporate actions

View details of recent and upcoming corporate actions