Tag Archives: Technology

PS11/9: A few surprises and some more questions

Well it’s been all go lately! We’ve spent the last 2 days pouring over the FSA’s paper on platforms (PS11/9).

Here we set out our reaction to the FSA paper. As always we welcome your comments. Continue reading

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Posted in Cofunds, FSA, FSA's Platform discussion paper, Pricing model, RDR, Update, Your platform | Tagged , , , , , , , , , , , , , , , | Leave a comment

The latest investment trends and opportunities

In today’s multi-media driven world, communicated information needs to be as accessible and as up to date as possible to keep you at the forefront of the latest investment trends and opportunities.

We understand that your time is precious, which is why for our Summer Conference – hosted last week in Harrogate, we have created a 4 minute short overview video of the whole event, so whether you could attend or not you don’t have to miss a thing!

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Posted in Events, Investment Forum | Tagged , , , , , | Leave a comment

Website maintenance this weekend

To ensure you get the best service from our website, we will be making some essential improvements this weekend – so you wont be able to log in between 10am and 6pm on Saturday 11 June.
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Website maintenance this weekend

We’re making some improvements to our website this weekend 7-8 May, so you won’t be able to log in between 09:00 on Saturday and 20:00 on Sunday.

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The Wrapper Selector Tool has been updated

The Wrapper Selector Tool was designed to help you receive the best tax return for your individual client’s circumstances, by demonstrating which tax wrapper best achieves this.

As ever, a new tax year brings about new changes and Cofunds is here to make things a little easier for you.

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Posted in Tax year end, Update | Tagged , , , , , , , , | Leave a comment