You can register securely by downloading and returning the appropriate documentation. We will verify your details and a member of our adviser support team will call you to help get you started.
Use the links opposite to download as a zipped folder or as single files.
Review the documentation
Complete, sign and return the Intermediary Data and the Requirements Form.
Welcome pack
Once registered, we'll send you a welcome pack with details of your registration and your authorisation code.
Start using Cofunds
A member of our adviser support team will contact you to help you get started and introduce you to our award winning online service.
Alternatively, download individual documents in PDF format below.
Cofunds Limited is authorised and regulated by the Financial Services Authority FSA Registration No 194734.
* Calls may be recorded for training and quality purposes.