Independent Financial Strategies
 
  Independent
  Financial
  Strategies
 

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T  - 01295 738566 
F  - 08707 598434 
E - info@ifstr.com 

Independent Financial Strategies





















 

 

 
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.