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