Quick and easy funds transfer
The first step to gaining maximum benefit from the Cofunds platform is to consolidate investments into one place. This leads to greater control for you and your clients. The key benefits of consolidating with Cofunds include:
- Easy switching for your clients between funds chosen from the UK's leading fund managers
- Access to online portfolio valuations providing a quick and print friendly consolidated view of your clients' investments
- Access to portfolio and analysis tools to help you keep track of investments and perform expert protfolio rebalancing.
Easy Re-registration
For clients who wish to retain their existing funds, the Cofunds re-registration service enables simple transfers without the need to sell and buy back their holdings. This avoids any initial charges and any potential risks from being out of the market. Learn more about re-registration and consolidation
Cofunds Consolidation Assistant
The Cofunds Consolidation Assistant (CCA) is a tool that greatly simplifies the consolidation process. It allows you to pre-populate bar-coded application forms with your clients' investment details ready for quick and accurate processing. View the Cofunds Consolidation Assistant Flash demo.
Changing investments
The majority of fund management groups on the platform have the flexibility to offer specific discounts on intial charges for cash transfers. In addition, many of the fund groups offer cash transfers at nil initial charge, provided you rebate initial commission. This is unique to Cofunds.
