Manage your clients’ investment
portfolios more effectively
The Cofunds Cash Account is a client money account that enables investors to hold cash on the Cofunds platform, whilst allowing you to manage their investment portfolios effectively.
- The Cash Account allows for timely investment as there is no need to post cheques
- It provides a natural home for settlement of investments
- It provides a convenient place for all investment income - rebated trail and other cash
- It gives investors the ability to take regular withdrawals.
Phased Introduction
The cash account has been piloted with a number of intermediaries enabling the processes to be honed and fully tested. With this robust process in place, we can now offer the Cash Account to all intermediary customers. Full delivery of the service is being phased with a number of exciting additional developments planned.
'It's all about cash'
Read the latest on the benefits of integrating cash management into your business.
Resources
* Calls may be recorded.