Get the most out of the platform by consolidating your clients investments into one place. This leads to greater control for you and your clients.
The key benefits of consolidating with Cofunds include:
For clients who wish to retain their existing funds, the Cofunds re-registration service enables simple transfers without the need to sell and buy back their holdings. This avoids any initial charges and any potential risks from being out of the market.
The majority of fund management groups on the platform have the flexibility to offer specific discounts on initial charges for cash transfers. In addition, many of the fund groups offer cash transfers at nil initial charge, provided you rebate initial commission on undisturbed legacy and self-directed business. This is unique to Cofunds.
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Contact us to find out more about the Cofunds Platform.
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.