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Cobens Contact

Scheduled Pinned Locked Moved Service and Administration
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    Nik Burrows
    Global Moderator
    wrote on last edited by
    #1

    Please feel free to use this section to ask any service related questions, but also feel free to mail support@cobensdirect.co.uk, nik.burrows@cobensdirect.co.uk or adam.kay@cobensdirect.co.uk for a personal response to any questions you have or support you need

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    • R Offline
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      rogphh
      wrote on last edited by
      #2

      Having problems accessing my old IM account- can someone send me link to reset the user name/password or should this be the same as before? Seems like the front end access is the same but no joy so far!

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      • R rogphh

        Having problems accessing my old IM account- can someone send me link to reset the user name/password or should this be the same as before? Seems like the front end access is the same but no joy so far!

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        Adam Kay
        Global Moderator
        wrote on last edited by
        #3

        @rogphh

        Hi rogphh,

        https://client.intelligentmoney.com/auth

        Regards
        Adam

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          nilamac
          wrote on last edited by
          #4

          Is Cobens now handling all requests for information about IM Sipp investments? Or are Quai and any residual IM staff still the contact point? My IFA is having problems getting information

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            Adam Kay
            Global Moderator
            wrote on last edited by
            #5

            Hi Nilamac,

            If you email the support address; support@cobensdirect.co.uk someone will be able to assist you or direct you to the correct contact if you are an advised client.

            Regards

            Adam

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              Renmure Jim
              wrote on last edited by
              #6

              Hi, as part of a money juggling exercise myself and my wife want to shift money around from GIAs into ISAs. In the past I'd have emailed Coops and be happy for him to treat me like an idiot and talk me through it. Is there a direct email contact for him or should I just use the general support email?

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                Adam Kay
                Global Moderator
                wrote on last edited by
                #7

                Hi Jim, There should be a facility on the dashboard. I'll check with Dan on Monday and come back to you.

                Regards

                Adam

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                • R Renmure Jim

                  Hi, as part of a money juggling exercise myself and my wife want to shift money around from GIAs into ISAs. In the past I'd have emailed Coops and be happy for him to treat me like an idiot and talk me through it. Is there a direct email contact for him or should I just use the general support email?

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                  N Offline
                  Nik Burrows
                  Global Moderator
                  wrote on last edited by
                  #8

                  @Renmure-Jim

                  Hi Jim,

                  On your main screen scroll down to the bottom and you will see "move funds between accounts" you can move GIA funds over to your ISA accounts there

                  Cheers

                  Nik

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                    Adam Kay
                    Global Moderator
                    wrote on last edited by
                    #9

                    Thanks Nik- i selected GIA but the 'move funds' is actually on the main login screen

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                      Renmure Jim
                      wrote on last edited by
                      #10

                      Thanks both. All done. Easy when you know where to look 🙂
                      I'll probably end up asking a similar question in a couple of weeks to re-max out the ISAs but hey, it's good to chat 🙂

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                        Wibble
                        wrote on last edited by
                        #11

                        Correct to assume moving money from GIA to ISA could trigger a Capital Gain?

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                        • A Offline
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                          Adam Kay
                          Global Moderator
                          wrote on last edited by
                          #12

                          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

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                          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.

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