Benefits For Your Business

The Cofunds Cash Account gives you all benefits you would expect when dealing with the UK’s leading independent investment platform:

• Convenience

  • Efficiently manage your client money online
  • It provides a great shelter for investments when market conditions are uncertain
  • Be able to respond quickly for your clients during adverse markets
  • There is a range of functionality options, including one-off and regular withdrawals, giving investors the stability of a regular income
  • You and your clients have full view of the cash account balance online, through e-data files and inclusion in client statements.

• Control

  Deal with your client portfolios quickly and cost-effectively as you manage their cash online.

• Cost

  Reduce back-office administration as the platform effectively manages cash inflows/outflows on your behalf.

• Consolidation

  All your client monies are held in one place, providing a holistic view of your clients’ investments.

• Customer Agreed Remuneration (CAR)

  The Cofunds Cash Account can facilitate your CAR on platform. CAR can include both:

  1. Commission from products and
  2. A fee for advice and/or service you provide