Tag Archives: Cofunds

Help is at hand this tax year end

Moira was right, tax doesn’t have to be taxing, but it can severely try your patience when trying to engage clients in tax year end investment conversations with confidence in equities as low as it is at the moment – it must be like nailing jelly to a wall. So in response to your comments and suggestions we’ve produced a brand new Tax Year End web page.

It contains the ISA Support Kit, showing you how to create professional, tailored mailings to your clients, encouraging them to make full use of their ISA limits this year and next.

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Protected: New video: Helping you excel in a changing world

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A round up of our 2011 highlights

We started 2011 by trebling the team focussed on helping our clients prepare for RDR and smashing through the £30bn assets under administration threshold, and ended it with the launch of our Junior ISA, a number of great new enterprise client wins and AUA at £35bn.

As we start a new year, a momentous one in RDR terms, we thought it would be helpful to restate our position. Our strong and profitable foundation means we don’t need to worry about whether we’re a wrap or a supermarket – what we are is a broad investment services business meeting the needs of three core customer segments; investor, wealth and enterprise.
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Help and information is available during the holiday period

With the holiday season just around the corner, we’ve a range of support available for you throughout the festive break.

You’ll find a wealth of information available on the web, so you can buy, switch and sell collective investments online. Check out the ‘How do I?’ section of the website for further information.
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Clarity needed from FSA on CP 11/26

Cofunds welcomes the clarity provided by the FSA in CP11/26. However, there are still some significant questions to be answered and time is passing fast for the industry to be able to react and prepare for the significant change this will bring.

We support the general thrust of what the FSA is seeking to achieve, including its stance on treating advice on funds in a life policy in the same manner as other product wrappers such as ISAs – this will ensure that product bias is removed.

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