Important Information
This Fund Key Feature Builder is intended to provide you with important fund information before you invest via your adviser. Should you have any questions regarding fund suitability you should speak with your adviser. Any recommendations or advice made by your adviser will remain wholly their responsibility.
Welcome to the Cofunds Fund Key Features Builder. This builder allows you to produce a Fund Key Features document which is designed to help you make informed investment decisions via your adviser. It tells you about the specific features and risks associated with the fund(s) you have chosen to invest in on Cofunds, including the impact that charges and expenses might have on your investment.
Please read this along with the following documentation:
- Your adviser's Terms of Business. Available from your adviser
- The related Simplified Prospectus document. Available from your adviser or to download here
- Your Guide to investing with Cofunds including the ISA and Investment Funds Key Features. Available from you adviser or to download here
- The Terms and Conditions of the Cofunds Platform. Available from you adviser or to download here.
And any other disclosure documentation provided for your chosen product available from your adviser.
Follow the instructions below to produce your Fund Key Features pdf which should be printed off and retained for your records. Any further queries should be directed to your adviser.