You are here: AdviserArchive: November 2013

Archive: November 2013

This page is for Professional Financial Advisers only Latest from Cofunds - week commencing 25 November 2013

Morningstar OBSR quarterly updates

There were no changes to the Morningstar OBSR Model Portfolios this quarter. However, there were a few changes to the Researched Fund Panel.

Additions:
Global Equity Income
  • Artemis Global Income
Specialist
  • Aberdeen Latin American Equity
UK All Companies
  • Artemis UK Growth
UK Equity Income
  • Fidelity Moneybuilder Dividend
Removals:
Specialist
  • Jupiter Financial Opportunities
UK All Companies
  • Fidelity Special Situations
  • GLG UK Select
UK Equity Income
  • Invesco Perpetual Income
  • Schroder Income Maximiser

Expert Videos

Alvin Hall Find out what investors really want from advisers, with Alvin Hall.
Budget Webinar Cofunds Budget Webinar 2013.
Five Services Stephen Wynne-Jones explains the five Cofunds services.

Cofunds web TV show - RDR one year on

Join us at 12pm on Thursday 28 November to take part in our live, interactive Web TV show. Question our expert panel on the impacts of RDR one year on and, what's potentially in store for 2014 as the next rounds of regulatory change take effect.

Our panellists come from across the financial services industry and will be sharing views and experiences from an advised, self-directed, paraplanner and platform perspective.

John Porteous - Head of Wealth Management, Baker Tilly Financial Management
Paul Penny - Managing Director, Financial Discounts Direct
Richard Allum - Managing Director, The Paraplanners
Andy Coleman - Director of Distribution, Cofunds

Send us your questions before the event, or while it's live on air. Submit your questions here.

Simply accept our calendar invitation so you don't miss out.

You can view the event live from your screen on 28 November here.


Adviser Support Team during the holiday period

With the holiday season just around the corner, we thought you'd like to know the opening times of our Adviser Support Team.

Date Opening Hours
Monday 23/12/13 9-5pm
Tuesday 24/12/13 9-3pm
Wednesday 25/12/13 Bank Holiday - Closed
Thursday 26/12/13 Bank Holiday - Closed
Friday 27/12/13 9-3pm
Monday 30/12/13 9-3pm
Tuesday 31/12/13 9-3pm
Wednesday 01/01/14 Bank Holiday - Closed
Thursday 02/01/14 Normal 9-5pm opening hours
Friday 03/01/14 Normal 9-5pm opening hours

Corporate actions

View details of recent and upcoming corporate actions.
Perspectives