You are here: AdviserArchive: August 2015

Archive: August 2015

This page is for Professional Financial Advisers only Latest from Cofunds - week commencing 31 August 2015
Sunset - we're now taking the lead in converting your clients

Sunset - we're now taking the lead in converting your clients

We're now managing your clients' move to commission-free share class funds as we approach the FCA's Sunset deadline.

Take a look at our updated Sunset web pages for more information

Amend your adviser details and your existing client's details quicker and online

Amend your adviser details and your existing client's details quicker and online

You're now able to amend your client's details online in just a few clicks.

Find out more information here

Fund Group advertorial

Fund Group advertorial

Pictet Asset Management launches their first onshore fund for UK investors.

Find out more information about Pictet

Introducing FundCalibre Ratings to our Research Centre

Introducing FundCalibre Ratings to our Research Centre

We're pleased to introduce FundCalibre ratings to our Research Centre.

Take a look here for more information

Corporate Actions

Corporate Actions

View details of recent and upcoming Corporate Actions

View the latest Corporate Actions here

Sunset - we're now taking the lead in converting your clients

As we move ever closer to the 6 April 2016 Sunset deadline, we'll now be taking the lead in managing the conversion process for any of your clients who are yet to be fully converted to commission-free share class funds.

To ensure your clients are aware of the options available to them, this month we'll begin writing to them to explain what's changing, how that specifically affects their investment charges, as well as provide a notice of when we'll start converting their investments.

Each client will receive a personalised pack that only includes information that is relevant to their investments on Cofunds.

For more information take a look at our updated Sunset web pages now

Amend your adviser details and your existing client's details quicker and online

You can amend your personal adviser details, and ensure your client's address details are up to date, online in just a few clicks.

For more information on how to do this, take a look our 'Changing your details' and 'Amending an existing client's details' How Do I? web pages.

Introducing FundCalibre Ratings to our Research Centre

We're now highlighting those funds that have been awarded a FundCalibre 'Elite Fund' rating on the Cofunds platform. Next time you visit our Research Centre you'll notice an Elite Fund logo icon next to these rated funds.

Take a look at our Research Centre here.

Fund Group advertorial

Pictet Asset Management has launched its first onshore fund for UK investors: The FP Pictet Multi Asset Portfolio. The fund is managed by the Multi Asset team led by Percival Stanion. The team, which includes Andrew Cole and Shaniel Ramjee, joined Pictet AM from Baring Asset Management in November 2014. They have managed multi asset funds together since 2001.

Find out more information on the FP Pictet Multi Asset Portfolio

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