You are here: AdviserArchive: June 2010

Archive: June 2010

This page is for Professional Financial Advisers only Latest from Cofunds - week commencing 26 June 2010

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Statements will be posted from early July

Statements will be posted to your clients over the first few weeks of July.  They have been significantly improved this year, with better and clearer layout and a more professional look and feel. In the meantime, if your clients need their tax vouchers, these can be downloaded from the website.

Big improvements to the website coming very soon!

We have recently undertaken lots of research to find out how we can make our website easier and quicker for you to use.  We will eventually restructure the entire site, with the first changes, a new login page and homepage, coming very soon.

Have a peek of what these new pages will look like - these aren’t the final versions, but should give you a taster of what’s to come.  We’re interested in what you think of these new pages – please feedback to

What does the budget mean for you and your clients?

View the footage from our 40 minute webcast on 23 June where Tony Wickenden and John Woolley from Technical Connection ran though the implications of the budget and the opportunities that it brings.

Tony and John have answered all of your questions. Find them here.

Perspectives on RDR and much more

Take a look at our latest edition of Perspectives where you will find an article by outgoing AIFA DG Chris Cummings on the impact of the RDR.  Distribution Technology takes a look at the theory behind the new financial planning tools and much more. Go to magazine.

See what you missed at our conference

See how six fund managers debated the importance of asset allocation, with tips and trends on what’s going on in the market.

Corporate actions

View details of recent and upcoming corporate actions