You are here: AdviserArchive: July 2011

Archive: July 2011

This page is for Professional Financial Advisers only Latest from Cofunds - week commencing 25 July 2011

More efficient, more online

You can now submit and maintain Regular Investments online for new and existing ISAs and Investment Funds - including model portfolios and panels. Once your client has a nominated bank account, setting up, maintaining and stopping regular investments is now much faster and easier online. Find out how this can save you time.

Once set up you can view and maintain your Regular Investment online for ISAs and Investment Funds including model portfolios and panels. You're also able to maintain Regular Investments online for your customer's pension products.

Online training is available for anyone who would like more support. Take a look at what's available.

Forgotten your password?

No need to call us when you forget your password, you can reset it easily online. On 12 August you'll be asked to choose from a list of security questions which, once answered and saved, will enable you to reset your password at the click of a button.


A new way to pay

We've added a new way to pay for online trades to make it easier for you to act quickly and work efficiently. You can input the trades you'd like to make and save them pending payment. This means you can view and prioritise pending trades, enabling you to input, plan and reorder trades to tie into a client's cash inflows onto the platform. Find out more on pending trades here.

You can submit a trade instruction and 'pend' the payment for up to 14 days - enabling you to pay for the trade by cheque, CHAPS or BACS. The trade will be placed automatically once we receive the payment.

By making one single payment for all pending trades, the process is streamlined and more efficient for you. Naturally Cofunds will continue to support payments from the Cofunds Cash Account, where there is a positive balance, or using the customer's debit card.

The ability to pend trades also means that investments can now be made into Model Portfolio's by cheque - a real plus for clients who don't have a nominated bank account linked to the platform.

Online training is available for anyone who would like more support. Take a look at what's available.


Finding your way around

Want to know how our new online services can help you to be more efficient? A little unsure of the full capability of the platform? Please don't worry, we have lots of online training lined up for this week and beyond. It's really easy to book your place - so take a look at what's available.


Time to review your clients' investment strategies?

Get the very latest information from the front line of investment as well as some views that may challenge your thinking. On 28 September Sky News' Jeff Randall will join us at the Hilton Birmingham Metropole to explore how your reputation matters in times of financial instability. Six top fund groups will each give an update on a different asset class - from China to UK Income, Absolute Return to Global Equity as well as Agriculture and Property.

This half day update could help you to assess and possibly realign your investment strategies for the end of 2011 and beyond. Register your place here.


Stellar ratings for our planning tool

We're delighted to announce that Distribution Technology, our chosen partner for financial planning tools, has been awarded the greatest number of star ratings by the Finance & Technology Research Centre (F&TRC) for tools that support 'growing pensions'. Take a look at the full article on DT's success.


Corporate actions

View details of recent and upcoming corporate actions.
Perspectives