You are here: AdviserArchive: June 2015

Archive: June 2015

This page is for Professional Financial Advisers only Latest from Cofunds - week commencing 29 June 2015
Sunset - not as far away as it seems

Sunset - not as far away as it seems

What do you need to do to ensure you're paid for your services post 6 April 2016? Our Sunset web pages can help.

Find out more info here

Perspectives extra app - 'Content Marketing of the Year' winner

Perspectives extra app - 'Content Marketing of the Year' winner

Download our free award winning Perspectives extra app and you'll have instant access to a range of articles plus a lot more.

Further information here

Making internal asset transfers now easier

Making internal asset transfers now easier

Instead of completing the industry Stock Transfer Form, why not use our new Asset Transfer Form so that you can transfer multiple funds all on one single form.

Find out more information here

Corporate Actions

Corporate Actions

View details of recent and upcoming Corporate Actions

View the latest Corporate Actions here

Sunset - not as far away as it seems

With only a matter of months to go, we're now on the final stretch to the 6 April 2016 deadline. To ensure that we meet this deadline, we're shortly going to begin communicating the changes to those clients yet to be fully converted to commission-free share class funds, and take the lead in managing the conversion process.

There's still time to move your pre-RDR, commission-paying business onto your own charging model. Our Sunset web pages have more information and support to help transition your clients to commission-free share class funds.

Perspectives extra app - 'Content Marketing of the Year' winner

Despite facing stiff competition from some high profile campaigns, our Perspectives extra app won 'Content Marketing of the Year' at the prestigious Money Marketing Awards.

The award winning app gives you instant access to the latest investment trends and opportunities from top industry contributors. And it's all at your fingertips with intuitive touch screen functionality, enabling you to view videos, pop-out graphs and charts.

And best of all, subscribing to Perspectives extra won't cost you a penny. Why not download the app from the App Store for Apple devices or from Google Play for Android devices now?

Making internal asset transfers now easier

Transfer multiple, single or a percentage of a client's Investment Funds held on Cofunds from one account to another using just one form. The new Asset Transfer Form, which can be used instead of the industry standard Stock Transfer form, enables you to transfer:

  • Some or all of your client's funds in their Investment Funds holding
  • A percentage of their Investment Funds holding
  • A number or percentage of units/shares held in one fund.

You can find this new application form within the 'Client Management' section of the Document Centre.

Perspectives extra - Our interactive magazine app