Cofunds has started its Isa season campaign with the launch of a CD-Rom-based consolidation tool and...
Cofunds has started its Isa season campaign with the launch of a CD-Rom-based consolidation tool and the addition of three more fund groups to its platform. The CD-Rom-based software package provides a simplified means for intermediaries to consolidate their clients' fund holdings onto the Cofunds platform. Users can print off pre-populated application forms and key features documents from the CD-Rom, which stores the names and addresses of each authorised Pep and Isa manager. This should provide a more time efficient means for intermediaries to produce the documentation needed to support...
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