Consolidation Service

Get the most out of the platform by consolidating your clients 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
• Access to online portfolio valuations providing a quick, print-friendly, consolidated view of your clients' investments
• Access to portfolio planning and analysis tools to help you keep track of your clients' investments and rebalance at the touch of a button.

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.

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. Take a look at 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.

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Contact Us

Contact Us to find out more about Cofunds' award winning adviser service.