Wrap/platforms

PLATFORMS

Raymond James has launched a bundled pricing model on its platform as part of a drive to attract smaller investors.

HM Revenue & Customs (HMRC) issued a number of clarifications on the updated tax rebate position following requests from providers.

Cofunds has appointed Matt Benson as the head of operations.

Momentum Global Investments Management's Factor Series fund range is now available via the Standard Life Wrap and Fundzone.

Some of the UK's largest fund houses are considering launching retail share classes with a 0% AMC rather than provide platforms with ‘super clean' alternatives.

Capital gains tax (CGT) charges will be rolled over until disposal when switching to clean share classes, under new rules introduced by HM Revenue & Customs (HMRC).

Only 3% of advisers look for a re-registration option when researching wrap platforms, according to figures from Capita Financial Software.

Wrap platform Novia has today added three funds from San Francisco-based investment manager Dodge & Cox.

Axa Wealth is calling for a two year sunset clause on the cash rebate ban in order to avoid creating an unfair disadvantage for firms acting in the spirit of the Retail Distribution Review (RDR).