You can register securely by downloading and returning the appropriate documentation. We will verify your details and a member of our adviser support team will call you to help get you started.
Use the links opposite to download as a zipped folder or as single files.
Review the documentation
Complete, sign and return the Intermediary Data Requirements Form.
Once registered, we'll send you a welcome pack with details of your registration and your authorisation code.
Start using Cofunds
A member of our adviser support team will contact you to help you get started and introduce you to our award winning online service.
Alternatively, download individual documents in PDF format below.
Cofunds Limited is authorised and regulated by the Financial Conduct Authority FCA Registration No 194734.
* Telephone lines are open Monday to Friday 9am to 5pm. Calls may be recorded for training and quality purposes. Call charges will vary.