Manage your clients’ investment
portfolios more effectively
The Cofunds Cash Account gives you all benefits you would expect when dealing with the UK’s leading independent investment platform:
Convenience
- The ability to manage client money online and at a time that suits you
- It provides a great shelter for investments when market conditions are uncertain
- There are a range of transfer options, including one off and regular withdrawals, giving investors the stability of a regular income.
Control
- The power to deal with your client portfolios quickly and cost-effectively as you manage their cash online and in real time.
Cost
- The Cash Account facility reduces your back office administration costs as Cofunds administers money on your behalf.
Consolidation
- All your client monies are held in one place Cofunds is your main point of contact for your clients' total investment portfolio.
Regular withdrawals and the Cofunds Cash Account
For clients with a balance of over £100,000 the Cofunds Cash Account has a regular withdrawal facility that gives your clients the stability of a fixed income.
Investors can specify a fixed value on their investments via the Cash Account’s regular withdrawal facility. This means that a stable income can be drawn, even if their actual investments are paying different distributions.
Resources
* Calls may be recorded.