Intermediary talking to client

To help you keep track of key messages, this page shows any correspondence that have been sent to advisers or firms about the Cofunds upgrade.

Item Mailing date
Upgrade newsletter (seventh edition) - Our seventh newsletter gives intermediaries the important details they need to know about how to access the upgraded platform. 4 May 2018
Upgrade newsletter (sixth edition) - In this edition, we prepare you for the upgrade with reminders and a checklist of actions you need to take. 27 April 2018
Terms of business - Mailing to firms about their new terms of business that reflect the changes to our technology and the new services which came into effect on 30 April 2018. View the new terms of business here. 19 April 2018
Upgrade newsletter (fifth edition) - Read this edition to find out more about investments and tools on the upgraded platform. We also share details of follow up mailings being sent to some clients. 9 April 2018
Upgrade newsletter (fourth edition) - In this edition you’ll find information on the next platform upgrade mailing we’ll be sending to your clients. We also confirm the upgrade date and actions around standing orders and the capital gains tax (CGT) tool. 7 March 2018
Upgrade newsletter (third edition) - We bring you a preview of the screens you’ll see when you log in to the upgraded platform as well as updates on ISA consolidation, rebates, Consolidated Natural Income and more. 8 February 2018
Upgrade newsletter (second edition) - Read the latest newsletter to find out more about the upgrade training modules and the adviser platform access. 11 January 2018
Your Cofunds Upgrade newsletter – First edition of our newsletter, designed to help you to get to grips with the finer detail of the platform upgrade. 14 December 2017
Adviser letter – David Hobbs shares details of the forthcoming mailing to investors about their terms and conditions. 22 November 2017
Adviser email – an update from Andy Coleman about the upgrade launch plans. 9 November 2017
Adviser firm CEO mailing - to outline the plan for the upgrade. October 2017