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Investor admin service

This page is for Professional Financial Advisers only

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.

Professional Portfolio Valuation Statements and Tax Vouchers

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:

  • A consolidated valuation of holdings on the Cofunds platform
  • Transaction history summary
  • Summary of any fund changes.

Contact us

Contact us to find out more about the Cofunds Platform.