Cofunds/Fidelity team up to offer Isa/Sipp collection opportunity
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Fidelity Fundsnetwork and Cofunds have partnered to offer advisers help with any last minute collection of Isa and Sipp applications.
To coincide with the end of tax year, the platforms are setting up 13 national collection points around the UK for advisers to drop off Isa applications. Isa applications will be quality checked on site whilst applications for Sipps will be time stamped only.
Collection points will be open on April 1 until 6pm.
Fidelity International head of UK retail sales Peter Hicks says: “We’re pleased to confirm that we are once again offering Isa collection points across the UK for advisers to drop in their clients’ applications. While the number of online applications is constantly rising, there are still a considerable number of advisers who prefer to physically hand over a paper application for their client, as well as those who would simply miss the post if we didn’t offer this service.”
Cofunds sales and marketing director Alastair Conway says: “It’s a simple case of doing what we can to make this busy time as painless as possible for advisers and their clients. These last minute collection points proved very popular last year and are just another way we can offer support to advisers.”
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