You are here: AdviserArchive: January 2013

Archive: January 2013

This page is for Professional Financial Advisers only Latest from Cofunds - week commencing 21 January 2013

Do you know your clients' unused ISA limits?

Our ISA Support Kit has everything you need to help you make the most of the opportunities that this time of year brings. With our Sales MI tool you can quickly and easily find out which of your clients have unused ISA allowance - and use that data to build tailored mail shots. Take a look at our dedicated tax year end webpage to find out more.

Helping you record non-monetary benefits

You'll be aware that from 31 December 2012, the FCA introduced the 6.1F.2 rule that covers the 'client's best interests and using a platform service'.

To help you meet these requirements, we'll write to you at the start of each year with a list of all the non-monetary benefits you'll be eligible to receive from us - enabling you to manage any conflicts that may arise. Letters with details of the 2013 non-monetary benefits will be with all our supporting clients very shortly.


Morningstar OBSR Model Portfolios available with Explicit Pricing

We're delighted to announce that Morningstar OBSR model portfolios are now available for investment with explicit pricing. You can now see the new model portfolios in the research centre.


Changing the way we ask you for security details

To make our telephone-based services even more secure, our team will now be asking you for a memorable word and a memorable date. The answers to your security questions won't have changed - so you don't need to do anything.


Corporate actions

View details of recent and upcoming corporate actions.
Perspectives