Our ISA Support Kit has everything you need to ensure you make the most of the opportunities that this time of year brings. And with our Sales MI tool you can build tailored mail shots to all your clients encouraging them to make full use of their ISA allowance this year and next. Take a look at our dedicated Tax Year End webpage to find out more.
Don't forget about the increase in the ISA allowance for the next tax year. The limit has increased by £600 to £11,280.
We've changed income mandates to be at product level rather than fund level, so the funds held within a product are all either set to take income or to reinvest - making your clients' portfolios much simpler and quicker to manage. Find out more on how the change affects you and your clients.
Dial in and hear the experts at OBSR talk you through the updates being made to the model portfolios and researched fund panel on Cofunds this quarter. Register your place and we'll send you further details nearer the time.
Come along and hear the latest thinking on the economy with lots of tips to help you plan your client's investment strategies over what appears to be another turbulent year.
Make sure you don't miss out and register your place at the conference here or take a look at our Economic Forum webpage to find out more.
Preparing for a post RDR world can seem rather daunting - why not take a look at the 'How do I?' section of our website and find out how straight forward it can be.
On the 22 February 2012 our Adviser Support Team will close at 3.30pm to attend an important company training session - if you need our help with any questions on this day, please call before 3.30pm or email us on firstname.lastname@example.org and we'll get back to you as soon as possible the next day.
Cofunds Limited is authorised and regulated by the Financial Conduct Authority
FCA Registration No 194734.
* Telephone lines are open Monday to Friday 9am to 5pm. Calls may be recorded for training and quality purposes.