Helping intermediaries to help you more
The maze of financial products and planning strategies can seem bewildering at times. Furthermore, as your circumstances change your financial goals will change and investment decisions will need careful review to ensure they are still appropriate.
Financial advisers have day-to-day experience of the investment marketplace and are qualified to give advice on a range of products and investment strategies. That's why we never offer investment advice ourselves and only make available our service to investors through a professional financial adviser.
Key benefits to investors
By having an independent adviser place your investments on the Cofunds platform you benefit from
- A huge fund range and multiple investment products from which your adviser can construct your portfolio
- State-of-the-art investment tools with the ability to produce detailed investment illustrations and fund key features
- Up-to-date valuations covering all holdings you have on the Cofunds platform
- Half-yearly consolidated statements
- Free online access to fund manager reports & accounts.
Click here to download our client brochure here (PDF) detailing the benefits of the Cofunds service for investors.
Quick and easy online access
What's more, many intermediaries who use our service can now offer you the option to directly log in to your account and view your portfolio online, giving you even greater control and peace of mind.
Click here to learn more about online access to your Cofunds holdings.
Click here to find an independent financial adviser to help you manage your investments.
Our role at Cofunds is to provide the services, products and tools to assist your financial adviser provide the best service possible to you the investor. 