You are here: AdviserArchive: October 2015

Archive: October 2015

This page is for Professional Financial Advisers only Latest from Cofunds - week commencing 26 October 2015
Explaining Sunset to your clients

Explaining Sunset to your clients

We've launched brand new investor dedicated web pages to help answer any questions your clients may have about Sunset.

Find out more information on Sunset

NEW: Sunset Progress Tracker report now available

NEW: Sunset Progress Tracker report now available

Keep track of our progress as we convert your clients, with our new Sunset Progress Tracker report.

Find out more information on the Sunset Progress Tracker

Corporate Actions

Corporate Actions

View details of recent and upcoming Corporate Actions

View the latest Corporate Actions here

Explaining Sunset to your clients

As we're now taking the lead in the conversion process, for any of your clients who are yet to be fully converted to commission-free share class funds, we'll start writing to investors this month to ensure they're aware of the options available to them. Examples of these letters can be viewed on our Investor Communications webpage.

To accompany this mailing, we've created new investor dedicated web pages which offer your clients more information on:

  • why these changes are happening as a result of the Sunset clause
  • how Sunset specifically affects their investment charges and how they can pay them
  • further explanation on the personalised cost comparison document we'll be sending each investor in their mailing, plus
  • they'll find answers to commonly asked questions about Sunset.

Take a look at the new Sunset Investor web pages.

NEW: Sunset Progress Tracker report now available

You can now easily track our progress as we start converting your clients to commission-free share class funds, with our new Sunset Progress Tracker report.

The Sunset Progress Tracker allows you to see which of your clients are scheduled to be converted, a comparison between their current and post conversion charges, as well as helpful updates on where we are in the conversion process.

Take a look at the Sunset Progress Tracker report.

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