You are here: AdviserArchive: October 2016

Archive: October 2016

This page is for Professional Financial Advisers only Latest from Cofunds - week commencing 24 October 2016
Improved application form for Investment Funds Pension Schemes

Improved application form for Investment Funds Pension Schemes

Have you seen our new and improved Investment Funds Application Form for Pension Schemes?

Take a look at the updated form

Discover the latest opportunities from the recent Inheritance Tax (IHT) discussion, by Technical Connection

Discover the latest opportunities from the recent Inheritance Tax (IHT) discussion

Watch Technical Connection's new Inheritance Tax and resulting opportunities discussion programs.

Visit the Technical Hub

How to notify us when a client passes away

How to notify us when a client passes away

It can be a difficult time when a client passes away and we want to make the next steps as simple as possible.

Read more information

Important updates to our �Client Reporting� report

Important updates to our 'Client Reporting' report

We've changed our 'Clients Reporting' report name to 'Clients Without Selldown Mandates' - providing a clearer description of its use.

Read more here

Corporate Actions

Corporate Actions

View details of recent and upcoming Corporate Actions.

View the latest Corporate Actions here

How to notify us when a client passes away

It can be a difficult time when a client passes away and we want to make the next steps as simple as possible. Therefore, you can now notify us that your client has passed away online via 'My Client Servicing'.

Read our How Do I for a step-by-step guide

Important updates to our 'Client Reporting' report

We've changed our 'Clients Reporting' report name to 'Clients Without Selldown Mandates' - providing a clearer description of its use. The changes we've made include:

  • added columns for Segment Name, Segment Assignation Date and Platform Account Valuation
  • it will now exclude clients who have a Fund Sale Instruction set up

If you need any help using the new report, please email businesssupport@cofunds.co.uk

Perspectives extra - Our interactive magazine app