Woman in office

As we covered in Upgrade Newsletter edition five, some clients will have received further letters in April relating to changes that only affect them. You can find examples of those letters below:

Clients with large cash balances:

Clients whose existing ISAs will merge and/or those who take income or receive rebates:

Clients you introduced to Cofunds between November 2017 and February 2018:

Clients who joined Cofunds after March 2018:

Clients with standing orders: