Professional Adviser

Cofunds and FundsNetwork team up for ISA help

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  • Will Roberts
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Fidelity FundsNetwork and Cofunds are joining forces to offer last-minute collection points for advisers across the UK to submit ISA and SIPP applications.

The initiative will see 13 national collection points set up around the UK where advisers can drop off application up to 6pm on 1 April. Applications can also be submitted at Fidelity's offices in Kent, London and Surrey and Cofunds' offices in London and Chelmsford.

ISA applications will be quality checked on site whilst applications for SIPPs will be time stamped only.

The link-up comes as business levels are expected to surge in the run-up to the end of the tax year.

Peter Hicks, head of UK retail sales at Fidelity International, says although the number of online applications is rising, many advisers still prefer to physically hand in applications. The collection posts, he adds, will also prove beneficial for those who would otherwise miss the post.

"With the expected upswing in ISA business - as predicted by advisers themselves in our Adviser Sentiment Index research - we are doing all we can for advisers to make the process of getting their clients' ISA applications to us as easy as possible in what looks set to be a very busy time," he says.

Alastair Conway, Cofunds sales & marketing director, says: "It's a simple case of doing what we can to make this busy time as painless as possible for advisers and their clients. These last minute collection points proved very popular last year and are just another way we can offer support to advisers."


The collection points are at the following venues:


BELFAST
Europa Hotel
Gt Victoria Street
Belfast
BT2 7AP
BIRMINGHAM
National Motorcycle Museum
Coventry Road
Bickenhill
Solihull
B92 0EJ

BRISTOL
Aztec Hotel
Aztec West
Almondsbury
Bristol
BS32 4TS
CAMBRIDGE
Holiday Inn
Lake View
Bridge Road
Imprington
Cambridge
CB4 9PH

CARDIFF
Miskin Manor
Miskin
Cardiff
CF72 8ND
EXETER
MecureSouthgate Hotel
Southernhay East

Exeter
Devon
EX1 1QF
GLASGOW
Glasgow Marriott
500 Argyll Street
Anderston
Glasgow
G3 8RR

GUILDFORD
Holiday Inn
Egerton Road
Guildford
GU2 7XZ

LEEDS
Hilton Leeds City
Neville Street
Leeds
West Yorkshire
LS1 4BX

MANCHESTER
Mere Golf and Country Club
Chester Road
Mere
Knutsford
Cheshire
WA16 6LJ

NEWCASTLE
Copthorne Hotel Newcastle
The Close
Quayside
Newcastle upon Tyne
NE1 3RT

SOUTHAMPTON
Botleigh Grange
Hedge End
Southampton
SO30 2GA
EDINBURGH
Caledonian Hotel
Princes Street
Edinburgh
EH1 2AB

 

 

 

 

 

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