You are here: AdviserArchive: April 2012

Archive: April 2012

This page is for Professional Financial Advisers only Latest from Cofunds - week commencing 30 April 2012

Everything you need in the run up to RDR

We've updated our RDR pages, adding lots of new and useful information on how Cofunds can help you transition your business in the run up to 2013. You'll find...

  • Short videos
  • RDR related articles and our views on the latest consultation paper
  • RDR newsletter and brochures showing new functionality on Cofunds
  • Our development plan for the next year
  • Also, log in to our secure pages and find online demonstrations, user guides and register your place at one of our training webinars.

Why not take a look at the new RDR pages now?

The Economic Forum returns to Harrogate

We're delighted to be bringing the Economic Forum back to Rudding Park. Packed full of ideas and helpful tips from a superb line-up of presenters including The Sunday Times Economics Editor, David Smith - the conference is designed to ensure you have the tools and information you need to successfully steer your way through the choppy waters of 2012.

So if you can get to the conference on 20 June, make sure you don't miss out and register your place.


New RDR training workshops starting soon!

Our latest nationwide workshops are kicking off this week - focussing on how our new functionality can help transition your business from commission to fees. Make sure you don't miss out! Take a look here to see the venues and book your place.


Technical Connections Wrapper Selector Tool

We're pleased to announce that the Wrapper Selector Tool has now been updated to allow for the changes to the top (additional) rate of income tax from 50% to 45% from 2013/14. Access the tool through our Technical Hub.


Corporate actions

View details of recent and upcoming corporate actions.
Perspectives