Cofunds has revamped its suite of commission reporting, recognising that the reconciliation process was unnecessarily complex for advisers, especially in the case of initial commissions.
Having spoken with customers and undertaken a review of its current process, Cofunds said that all of the current reports produced have been brought together in a single weekly report covering both initial...
Follows Asset Management Market Study
To open in second half of 2019
Regular reminders and updates
9 December 2019 deadline
Joe McDonnell joins as head of portfolio solutions (EMEA)