You are here: AdviserArchive: August 2011

Archive: August 2011

This page is for Professional Financial Advisers only Latest from Cofunds - week commencing 22 August 2011

There's a better way to see your commission

We've noticed that many of our users are still accessing an old version of the Combined Commission spreadsheet. The newer version uses each individual user's log in details for the website, removing the need for you to share one set of log in details with your colleagues - sharing passwords is not good practice.

Out with the old - If you are using an older version of the commission spreadsheet, please remove it from your computer and download the new version. It's better to save it in a secure location, such as folder within your computer - not on your desktop.

Help is at hand - For new users, we've created a simple guide to help you to get started. To get a copy of the guide, or to request access to the upgraded commission tool, please contact the Adviser Support Team on 0345 604 4001. Calls may be recorded for training and quality purposes.

How important is your reputation?

On 28 September at the Hilton Birmingham Metropole, Sky News presenter Jeff Randall will explain why reputation is critical in times of financial instability - a timely topic! And on top of all that, six top fund groups will each examine a different investment sector. So, get the very latest expert assessments of China, UK Income, Absolute Return, Global Equity, Agriculture and Property. This will help you to steer your clients through these turbulent times.


Wine for wisdom

Every year we run over 60 practical workshops and training events across the UK for our clients. Please take just a couple of moments to give us your feedback on the events you've attended and your input into how we can make these truly valuable, must-attend events for you and your peers. Everyone who takes part will be entered into a prize draw to win a fine wine gift set. Please view the Terms and Conditions of the free prize draw.


Website unavailable Sunday 28 August

Due to essential maintenance, you won't be able to log in between 3pm on Sunday 28 August until 3am on Monday 29 August.

We hope this doesn't cause too much disruption - we do try to keep site maintenance to off peak times to minimise the inconvenience to you. Please make sure you save anything you're working on before that time.


Corporate actions

View details of recent and upcoming corporate actions.
Perspectives