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Service and Administration

All your questions relating to our servicing and administration.

12 Topics 108 Posts
  • N

    Cobens Contact

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    A
    Hi Wibble, any gains and losses will be crystallised on sale. To be clear, the 'move' function, although a simplified dashboard process for the account holder, will still go through a sale of asset into cash in the GIA(using this example) and a transfer into the ISA tax wrapper. It is not an in-specie (transfer in its current form) process. Whether there is actual tax to pay will be determined by your individual situation. In summary, this process could trigger a taxable event. Regards Adam
  • S

    ISA transfers out

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    L
    Thank you Nik. Perhaps you could propose giving the client the option to abandon the small change remaining in funds since it costs the company more to withdraw than the amounts themselves. This would help expedite the process. Frank
  • S

    Portal update

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    R
    Thanks. I did yesterday. Will wait or try to call. Thanks
  • S

    SIPP tranfer out - admin fee and balance?

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    N
    @uk66fastback If you can send me a message, nik.burrows@cobensdirect.co.uk i will take a look for you Cheers Nik
  • J

    Error when requesting withdrawal from cash holding

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    J
    Hi Adam, I just tried it again and it's gone through, so no idea what was causing the issue
  • S

    Open banking support

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    N
    @slatermethuen I'll let the Dev team know and we will take a look at MoneyHub Given the work we have the go I would think it will be a new year task, but we will keep it on the radar Nik
  • S

    Is somebody phishing?

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    A
    Hi G, It's legit-generated by IT. When the forum was first made available, some of the controls around email validation had not been switched on. This meant one could set up an account without a verified email. You were one of them. The link is asking you to confirm your current email. Please do so to retain your account. Regards Adam
  • C

    The fund performance graphs - Have they gone?

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    No one has replied
  • M

    Small cash withdrawal from ISA - timeframes?

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    M
    Just to round this off….it was 9 days from placing order to receiving money with Fidelity Happy with the Cobens timeframe
  • X

    Platform

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    X
    Thanks Adam, thought I was still mixing it up. Yes quai investments. Do they have an easy to use app (on top of the website dashboard)?
  • V

    Cobens App

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    D
    Much better now thanks
  • R

    Transfer from cash holding into portfolios - not actioned

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    R
    Thank you Adam for your email today. This turned out to my fault, I'd put it into IM Money Markets (as there was a few quid in there I wanted to use), which of course is not cash, so takes time to sell down. Switches completed today.

The value of your investments can go down as well as up, and you may get back less than you invested.

Cobens a trading name of Astute Financial Management UK Limited is authorised and regulated by the Financial Conduct Authority. Registered Address: 4th Floor Peek House, 20 Eastcheap, London, EC3M 1EB. Registered in England and Wales No. 5850981.