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Cofunds going forward

An interesting interview but I see no mention of addressing servicing issues which remain a Cofunds weakness.This should have been the first matter to be addressed and will be the principal differentiator between wrap/platform offerings. Post RDR service levels will matter even more as any loyalty previously based on remuneration benefits will disappear.

Posted by: Duncan Jones

25 Feb 2010 | 15:22
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Cofunds servicing

Servicing is certainly a big issue. I was an early adopter of Cofunds but recently have been verbally informed that my telephone based contact is to change and that I will have no access to field based support. I have received no satisfactory explanation, despite various attempts, as to why these changes are occurring. It is most unsatisfactory. Currently I have no permanent support, as I understand that the replacement to my telephone based support has not yet been recruited.

Posted by: Steve Jones

27 Feb 2010 | 12:51
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Big Interview: Cofunds CEO Brett Williams

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