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Cofunds

Wrap/platforms

Russell Lancaster to head Fidelity sales team

Former Cofunds head of commercial Russell Lancaster is joining Fidelity as sales director.

clock 29 January 2013 •

Wrap/platforms

Cofunds launches one-stop shop portal

Technology company Sammedia is to power Cofunds's service for advisers looking to offer clients self-directed services.

clock 25 January 2013 •

Wrap/platforms

Alastair Conway to leave Cofunds

Cofunds sales and marketing director Alastair Conway is leaving the platform after five years.

clock 23 January 2013 •

Wrap/platforms

Platforms consider FSA complaint over Cofunds re-reg policy

Some of the UK's major platforms are considering writing to the Financial Services Authority (FSA) to complain about Cofunds, arguing the largest fund platform in the country is prohibiting easy re-registration.

clock 18 January 2013 •

Wrap/platforms

Cofunds extends lead as UK's biggest platform

Cofunds has extended its lead as the UK's largest platform, with assets rising to £45bn, according to the Platforum's latest pricing guide.

clock 11 January 2013 •

Wrap/platforms

Cofunds CGT tool hit by another bug

Cofunds is continuing maintenance on its capital gains tax (CGT) calculator following fresh complaints from advisers.

clock 04 January 2013 •

Wrap/platforms

Major platforms consider adding to charging options

Two major platforms are considering adding to their charging options after advisers suggested they - rather than their client - could pay the platform administration charge.

clock 06 December 2012 •

Wrap/platforms

London & Colonial partners with Cofunds

London & Colonial's multi-platform self invested personal pension (SIPP) and multi-platform open annuity have been made available via the Cofunds platform.

clock 27 November 2012 •

Wrap/platforms

Cofunds finalises legacy 'disturbance' rules

Cofunds has begun writing to the 400,000 advised clients on the platform, explaining its finalised 'disturbance' rules on legacy assets.

clock 07 November 2012 •

Wrap/platforms

IFDS in talks to run full Cofunds platform

The technology firm behind the Cofunds platform is in talks to run a full platform service for the company, IFAonline understands.

clock 24 October 2012 •
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