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The Platform Concept

One application form, one payment, one statement, lots of choice

In a nutshell, investment platforms enable you to place a selection of funds from many different fund providers into one consolidated portfolio. Cofunds simplifies the process of investing and, with online access, powerful consolidation tools and back office integration, advisers can now spend far less time on administration and more time servicing the needs of their clients or attracting new ones.

The Old Way

Client portfolios were managed by dealing with each fund group separately
Different application forms, separate payments, different client statements and multiple portfolio valuations were needed, which made the process more complex and time consuming
The more you diversify into different funds and different fund managers, the more difficult it was to keep track of your clients portfolio
It was a very paper orientated administrative process.

The Cofunds Way

Portfolios can be constructed and managed in one place using an extensive fund range and web based portfolio analysis and construction tools all on Cofunds' award winning website
One application form, one payment, one client statement
A simplified process resulting in reduced administration for the adviser and better service for the investor
Optional online access for investors to view their portfolios
No charge for use of the core Cofunds service.

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Cofunds Limited is authorised and regulated by the Financial Services Authority FSA Registration No 194734.

* Calls may be recorded for training and quality purposes.