Converting your clients commission-free share class funds has now become even easier with just the tick of a box.
Find out how
New features to 'My Client Dashboard' are now available online.
Take a look here at what's been improved
We're now required to establish and evidence source of wealth in high-risk cases and as a result we'll be introducing new procedures to comply.
Find out more here
We've updated our IMA sector growth rates to reflect the current industry averages.
Find out more on our updated annual growth rates here
View details of recent and upcoming Corporate Actions
View the latest Corporate Actions here
We've updated our ISA, Investment Funds, Transfer and Switch forms to help make the process of converting your clients to commission-free share classes simpler.
Simply tick the new box in the 'Convert All Accounts' section of the forms to convert all of your client's commission-included share class funds across their holdings where they're the primary holder.
For information on the steps you need to take before you convert your clients, take a look at our Sunset web pages. Or find the new forms at the Document Centre.
We've made some new improvements to 'My Client Dashboard' to enable you to manage your clients' investments more easily.
You'll notice a number of changes including an update to the Valuation History Graph, which now allows you to select a valuation period from one month up to five years - and now at a client, account or product level. Also, you can now view Key Investor Information Documents and Fund Fact Sheets directly from the 'Valuation Screen'
Take a look at all the new features by logging in here.
From 3 August 2015, we're making improvements to our Anti-Money Laundering Policy and Procedures following recent changes to the FCA Financial Crime Guidance for businesses and the Joint Money Laundering Steering Group Guidance.
The changes now mean that we're required to establish and evidence the source of wealth in high-risk cases. To do this, we'll be contacting you regarding some of the investments your clients' make to ensure we reduce the risk of financial crime. These include:
The table below includes examples of the types of evidence of source of wealth that we're able to accept.
As long as the client has been passed for money laundering purposes, there will be no delay to the deal being placed.
We've updated the IMA sector growth rates, within our Illustrations Tool, to reflect the current industry averages. This means your clients can receive the most up-to-date estimates on the future growth of their funds, and the charges that might be applied.
Take a look at the new growth rates here.
Cofunds Limited is authorised and regulated by the Financial Conduct Authority FCA Registration No 194734.
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