The Cofunds website is designed to save you time and improve the service you offer to your clients by providing access to a suite of portfolio administration and dealing tools. Key features of our online service include:
Narrow the universe of investment possibilities by using the Research Centre. Cofunds provides registered users with free access to a suite of advanced fund research tools that are supported by a range of market leading providers including FundsLibrary, Morningstar, Fund Calibre, Rayner Spencer Mills and Distribution Technology.
Data is regularly updated ensuring you have the very latest in market information helping you to make informed decisions using reliable data.
Our client servicing facility enables you to trade on behalf of clients, undertake bulk actions, generate portfolio valuations, switch funds, track transfers and access statements and other correspondence.
Here you can access dynamic Bond and Pension product quotations, and a complete set of application forms, supporting literature and sales aids.
We're here to help and our online support options include service request logging and comprehensive training material on all aspects of the Cofunds service.
See 'Helping good businesses become great businesses' to guide you through your relationship with Cofunds.
Log in to your account to setup a new client or search for an existing client
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.