Why use Cofunds for trusts?
Cofunds is already established as the ideal place for your clients to invest. But have you considered how those clients who hold investment funds within a trust could also benefit by using Cofunds? Key benefits of using Cofunds for trusts include:
- Consolidation - One place for all your clients' fund investments held within a trust. Cofunds will also provide a consolidated tax voucher once a year.
- Control - Trustees can be added or removed without having to inform each fund manager individually.
- Cost effectiveness - Switching assets is more cost efficient through Cofunds. Unlike fund managers, we don't wait for settlement of the redemption but invest the switch proceeds at the next valuation point.
- Commission - One consolidated commission payment for
all the investments within the trust - Convenience - If you would prefer not to send us a Certified Copy of the Trust Deed of Will & Probate, simply complete the Cofunds Trusts Verification Form.
Resources
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