Tag CloudAdvisers Applications Birmingham Bonds Clients Cofunds Cofunds Pension Account Commission payments Conferences CPA Easy-to-use Economic Forum Events Fees Financial planning tools FSA Fund managers Funds Guest blog Improvements Income Investment opportunities ISAs ISO20022 Latest news Model portfolios Multi-Manager Pensions Platform Pricing Proposition RDR Re-registration Research centre Retirement SIPPs Support Tax Year End Technology UK Equities Update User experience video Website What do you think?
Tag Archives: User experience
Faster Trades Online – Latest enhancements
We always value the feedback that you give us regarding enhancements you’d like to see to our platform, in particular when they lead to a material benefit to your business.
So here’s a breakdown of our very latest changes, which will free up more time to devote to business developments. Let us know what you think by leaving a comment below.
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
Key Investor Information Documents (KIIDs)
From 1 July 2011 you’ll begin to see Key Investor Information Documents replacing simplified prospectuses for all UCITS funds.
KIIDs are being introduced across the industry to provide your clients with a straightforward two page document that clearly and transparently sets out the characteristics, risks and nature of a fund in an easily digestible way.
Improving your online experience
Throughout the course of this year we have, and will continue to roll out important enhancements to our website, as we commit to doing everything we can to make your user experience as smooth and effortless as possible.
We started last year by ‘decluttering’ our homepage to bring a cleaner and more simple design, to make it easier for you to get to the client servicing. And the improvements to this page have continued.
Cofunds Pension Account improvements
We’ve listened to your feedback around the application process and are pleased to announce that further improvements have been made to our Cofunds Pension Account service, improving the speed and layout of the online screens, and making them more intuitive.
Website maintenance this weekend
This weekend our website will undergo essential maintenance and improvements.
Unfortunately this means our site will be unavailable from 09:00 on Saturday 5 February until 16:00 on Sunday.