Cobens Contact

Adam Kay

Hi rogphh,

https://client.intelligentmoney.com/auth

Regards
Adam

nilamac

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

Adam Kay

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

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?

Adam Kay

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

Regards

Adam

Nik Burrows

@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

Adam Kay

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

Renmure Jim

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

Wibble

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

Adam Kay

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