You are here: AdviserArchive: May 2013

Archive: May 2013

This page is for Professional Financial Advisers only Latest from Cofunds - week commencing 27 May 2013

Aberdeen fund closure

In line with other platforms, we've agreed with Aberdeen to close its Emerging Markets share classes to all new business, with immediate effect. This is because Aberdeen applies an initial charge on all trades, including switches which requires us to process a manual levy.

We've tried our best to support the Aberdeen initial charge for as long as possible, but we now find that this manual process is no longer possible.

Please note that regular investments into these funds will remain available until July. We'll be in contact with advisers who have clients affected by this, with further information.

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OBSR model portfolios

Following our Quarterly Review with Morningstar OBSR, various updates to the panel of funds and model portfolios have been made. To view these updates please visit the research centre for full details.


Bank holiday payments

We've had to withdraw your adviser fees from your clients' Cofunds Cash Accounts on Friday 24 May rather than Monday 27 because of the bank holiday. However this will not affect you and you'll receive this payment, as usual, on the last Thursday of the month.


Corporate actions

View details of recent and upcoming corporate actions.
Perspectives