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Cofunds

Wrap/platforms

Platforms: Fund due diligence is adviser's responsibility

Platforms have stressed it is the responsibility of advisers to undertake due diligence on funds held on platforms.

clock 25 August 2011 •

Wrap/platforms

Blog: Have we all missed a trick with the platforms paper?

Cofunds’ sales and marketing director Alastair Conway asks if we are focusing enough on consumer outcomes from the FSA policy paper.

clock 18 August 2011 •

Wrap/platforms

Blog: Have we all missed a trick with the platform paper?

Media coverage on the FSA's delayed platform policy statement has been very interesting, but more for what it didn't say, according to Alastair Conway, sales and marketing director at Cofunds.

clock 11 August 2011 •

Investment

Revealed: Where investors shifted as markets tumbled

Investors have piled out of UK and European equity funds amid the market turmoil and sought safe havens in money market and bond funds, according to activity on platforms over the past week.

clock 11 August 2011 •

Your profession

Tech review: Making Sense of RDR

This week I spoke to Tim Newman, managing director of Sense and one thing was clear, this is a network that knows its role.

clock 11 August 2011 •

Wrap/platforms

How the Sense network is preparing for RDR

This week I spoke to Tim Newman, managing director of Sense and one thing was clear, this is a network that knows its role and its vision.

clock 10 August 2011 •

Investment

FSA 'in theory' policy on single platforms risks independence

A single platform will not meet the needs of the majority of clients at any firm that wants to call itself independent, a compliance specialist has warned.

clock 04 August 2011 •

Wrap/platforms

How to use platforms to get RDR-ready

Alastair Conway, sales and marketing director at Cofunds, explains why a good platform could be your launchpad for an RDR-compliant business.

clock 28 July 2011 •

Your profession

Support for five-year 'sunset clause' on legacy commission

The advisory industry is backing calls for firms to be permitted to receive commission from ‘legacy' products until 2018 - five years longer than the FSA intends.

clock 28 July 2011 •

Wrap/platforms

'Overwhelming' number of IFAs use platforms - Unbiased

The importance of platforms to adviser businesses has been laid bare by new research suggesting over 90% of IFA firms now use a wrap or fund supermarket.

clock 22 July 2011 •
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