
Cofunds
As one of the UK’s leading fund supermarkets, Cofunds brings together over 680
funds from 50 different fund groups. This means you can invest directly or
within ISAs or PEPs across a broad range of investments - all in one place.
What’s more, it’s easy to centralise all of your existing fund investments by
transferring them to Cofunds either by cash transfer or by using a new process
called “re-registration”.
Unlike traditional transfers, with re-registration you can consolidate your
investments without having to sell and buy back your holdings. Your investment
is never out of the market; you simply transfer the administration of the
investments to Cofunds, at no extra cost to you.
Benefit from Consolidation
Once you have transferred your holdings, your entire investment portfolio will
be held together in one central place. Because of this we can offer:
• Significantly less paperwork - all of your investments on one consolidated
valuation statement - sent twice yearly.
• Instant valuations across your entire fund portfolio whenever you wish.
• Choose from a wide choice of funds from the UK’s top fund groups - buy, sell
or switch funds within your ISA/PEP or direct investments quickly and easily.
• Cofunds makes no charges for its services. The only charges you pay are for
the funds in which you invest.
Please
contact us
to discuss your requirements in more detail.