Using Cofunds not only enables you to reduce your client administration by consolidating their assets under one roof, but empowers you with a service that keeps clients fully informed and in control of their investments.
Statements are sent on a half-yearly basis in June and November to each of your clients with holdings on the platform and consolidated tax vouchers are delivered at the end of each tax year.
The statement contains:
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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.