Tag Archives: Platform

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

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Regulatory fiddling burns platform roaming

An article from Stephen Mohan – Managing Director of Operational Services at Cofunds, which originally appeared in Money Marketing.

Wherever I turn I see the debilitating effects of the UK’s lack of joined up government. As an example, my wife is trying to build a restaurant and is trying to reconcile the different challenges of planning permission, building control, environmental policy, disability rules and licensing laws. None of these were established for bad reasons, but their combination leads to one major law: the one of unintended consequences – more about this later.

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Posted in FSA, Platform re-registration | Tagged , , , , , | Leave a comment

Your views on a clear and transparent pricing strategy

Platform pricing has had something of a grand appearance in the media, and indeed on the blogs, over the last few weeks and so here’s an overview of what we’re up to and what to watch out for.

For 10 years, we’ve operated a simple bundled pricing model where the cost of our platform services are automatically met out of the charges on the funds we host.

But 2012 will see the introduction of a new pricing model for advised business
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Posted in Adviser feedback, Cofunds roundtable, Pricing model | Tagged , , , , , , , , , | Leave a comment

A decade of evolution in the platform market

This graphic helps to illustrate just how far our little industry has come over the last decade.

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Cofunds’ vision for the future

Yesterday Martin Davis, Cofunds’ CEO, laid out his vision for our future. Here’s a brief summary for anyone who missed it.

Since 2001 Cofunds has developed solutions in response to industry issues. For example, we were launched to solve the problem of manual collectives administration. Then we expanded to service other sectors – from discount brokers to custodians. This versatility has made Cofunds one of the largest platforms in the market. Indeed, we’ve been profitable since 2008 and have over £40m of regulatory capital. Not only that but we have been and will continue to reinvest profits back into the business.

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What’s next for Junior ISAs?

Well we’re pleased to see the government and HMRC have defined the rules for Junior ISAs (replacing child trust funds from 1st November 2011). That helps us to build a robust solution in line with the FSA’s guidelines. Will you … Continue reading

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Posted in Adviser feedback, Cofunds, Junior ISA, Your platform | Tagged , , , , , , , , | Leave a comment