Have you considered the benefits of using 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:
One place for all your clients' fund investments held within a trust. Cofunds will also provide a consolidated tax voucher once a year
Trustees can be added or removed without having to inform each fund manager individually
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
One consolidated commission payment for all the investments within the trust
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.
Access My Trading Terms to create a personalised fund charge schedule with tailored terms for your portfolios.
View details of how to set up a Legal and General Portfolio Bond Discounted Gift Scheme here.
Download the Application form and any other disclosure documentation specific to the chosen product. Including, where available, the Trust deed, Investor Guide and Loan agreement (if applicable).
Ensure all documentation is fully read, understood and completed by the investor.
Send, with any applicable cheques, to the following address: Cofunds Limited, PO Box 1103, Chelmsford, CM99 2XY.
Cofunds Limited is authorised and regulated by the Financial Services Authority FSA Registration No 194734.
* Calls may be recorded for training and quality purposes.