Dedicated to intermediaries

Key Features Documents

Collective investments literature

Use the links opposite to download key literature and application forms. You can also access all funds literature in our document centre.

ISA transfers 

There are three ways that clients can transfer in their existing ISAs:

1. Re-registration
Re-registration enables simple fund transfers without the need to sell and buy back the holdings. This avoids any initial charges and any potential risks from being out of the market. It's ideal for clients who wish to retain their existing funds.

2. Cash transfer
Cash transfers are ideal for clients who wish to take the opportunity to select different funds during their transfer to Cofunds (e.g. portfolio re-balancing), or who hold funds that are not available for re-registration.

The majority of fund groups on the platform have the flexibility to offer specific discounts on initial charges for cash transfers, with many offering cash transfers at no initial charge, provided you rebate initial commission.

3. Cash ISA
Clients are able to transfer their existing Cash ISA into a Cofunds stocks and shares ISA. Cofunds will treat this cash in the same way that we would treat a transfer of cash generated from the sale of units in the transfer of a stocks and shares ISA. i.e. it will be retained within the ISA wrapper.