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.

Continue reading

Share Button
Posted in Online Trading Enhancements, Update | Tagged , , , , , , , | Leave a comment

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

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

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.

Continue reading

Share Button
Posted in Key Investor Information Documents | Tagged , , , , , , , | Leave a comment

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.

Continue reading

Share Button
Posted in Update, Your platform | Tagged , , , , , , , , , | Leave a comment

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.

Continue reading

Share Button
Posted in Update | Tagged , , , , , , | Leave a comment