Cofunds services enable you to reduce your administration burden, freeing up your time so you can spend it with your clients. And as your business grows, you'll find that our service can be extended and integrated further to help realise your plans.
Note: only undisturbed legacy and self-directed business can access commission-included share class funds on Cofunds.
Our tiered charge is designed to reward investors by reducing in rate as their level of assets on platform increases.
To keep the cost as low as possible, we calculate the rate payable by looking at an investor’s total holdings on Cofunds, but apply it only to their investments held in commission-free share class funds.
For more information on how we calculate and apply the Platform Charge, view our Platform Charge factsheet here.
See 'Platform Charge' and '10 good reasons to use Cofunds' for more information on 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.