Easy, cost effective transfers for your
clients' ISA investments

Cofunds makes the process of investing in ISAs quick and easy. With just one point of contact, you can select and mix funds from multiple providers. Once an ISA is opened, it’s easy to switch investments from fund to fund, as well as top up your clients' investment from as little as £500 per fund provided you keep within the ISA limits. You will be charged 0.25% for each switch transaction.

Cofunds Cash Reserve

The Cofunds Cash Reserve facility allows investors to temporarily hold cash within an ISA – a particularly useful option when market conditions are uncertain, or when your client simply wants to secure their ISA allowance for the current tax year until a suitable investment opportunity arises.

Cash held in the cash reserve must be destined for eventual investment. Your client can simply switch out of the cash reserve and into their desired funds at any time. No initial commission is payable on investments into the cash reserve, although trail commission of 0.5% is payable.