Clear and comprehensive account
information for your clients
Using Cofunds not only enables you to reduce your client administration by consolidating their assets under one roof, but empowers you with a service that keeps clients fully informed and in control of their investments.
Professional portfolio valuation statements and tax vouchers
Statements are sent on a half-yearly basis in June and November to each of your clients with holdings on the platform and consolidated tax vouchers are delivered at the end of each tax year.
The statement contains:
- A consolidated valuation of holdings on the Cofunds platform
- Transaction history summary
- Summary of any fund changes.
Your Choice - branded statement booklet
Cofunds also provides you with the option to produce a complete branded valuation statement as part of its fee based 'Your Choice' service.
This statement contains:
- A consolidated valuation of holdings on the Cofunds platform
- Transaction history summary
- Summary of any fund changes
- Expert and detailed commentary on the funds in the portfolio
- A Portfolio 'X-Ray' illustrating the various asset allocations of funds
- Fund listing forms to help consolidate holdings into the Cofunds portfolio
- Your own company newsletter.
You can preview a sample branded statement in PDF format here.
Please contact our sales team to learn more about the Your Choice fee based service.
You can now opt to deliver your own custom branded statements and provide online portfolio access as part of your own website. 
Learn more
Supplied in PDF format. Download Acrobat viewer.