Cofunds, the UK’s leading independent platform, is gearing up early to offer advisers support with their ISA season preparations by making a support kit available.
This new support kit will contain:
– Example letter and email templates which advisers can use to build their own branded client communications
– Access to the data needed for advisers to segment their client base in order to target mailings (e.g. those investors who have not yet used their ISA allowance)
– A helpful guide to administering a mail merge, along with access to the relevant application form and all the required disclosure materials
Cofunds will also be working with other platforms to provide ISA collection points around the country, which have been well received over the last few years by advisers with last minute applications. The dates and locations will be published nearer the time on the Cofunds website www.cofunds.co.uk and blog – https://blog.cofunds.co.uk.
In addition, there is a dedicated area on the Cofunds website that supports tax year end, containing useful documents and information on deadlines, collection points, opening hours and helpful hints for the approaching ISA season.
Stephen Wynne-Jones, Head of Marketing at Cofunds said: “As we all know, ISA season is one of the busiest times of the year and creates a huge opportunity for advisers who are proactive and smart in targeting their clients. We heard from our clients that they wanted our help pulling together the key components for client mailings, so we put together this kit to provide an additional level of support this year.
“Our aim is to help advisers to communicate with their clients professionally, effectively and, more importantly, efficiently – whether they choose to use email or post. After all, it’s about providing choice.”
Advisers can find out more about the support kit from their Cofunds Account Manager or by calling 0845 604 4001.