What will you learn from this video?
This video provides important information on how you will be able to manage model portfolios on our new platform and includes details of the:
- key changes to model portfolios
- switching options available for model portfolios
- new enhancements and features.
What actions will you need to take?
- Watch the video
- Consider what these changes mean for your business
- Share with colleagues
Switching between share classes
If you switch between share classes of the same asset it will show as a disposal in the CGT tool and on the CGT Report and cannot be corrected. We will be looking to deliver share class conversion functionality shortly which, when available, will allow a client to move from one share class to another without the transaction being deemed a disposal for CGT purposes. If the use of the CGT tool and CGT Reporting is required as part of your planning on this account it may be worth considering waiting until next year when the functionality is delivered.