You are here:AdviserServicesOverview

Overview

This page is for Professional Financial Advisers only

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.

  • Research and buy products using our online tools and enjoy access to one of the UK’s largest fund selections.
  • Manage client portfolios by using our financial planning, transfer tracking, consolidated valuation and portfolio balancing tools.
  • Support your clients by providing online portfolio access with the option to brand as your own, printed statements and consolidated tax vouchers.
  • Develop your business - One of the great benefits of Cofunds is that we can help save you time which you can then spend developing your business and helping your clients.
  • Manage your business - Gain access to your sales data online plus fee reports, including a weekly consolidated report, covering all of your adhoc and ongoing fees.
  • Integrate and train your business by taking advantage of our considerable back office, integration and training expertise.

What we charge

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.

For more information on how we calculate and apply the Platform Charge, view our Platform Charge factsheet.

Investment value Annual rate at which we charge
Up to £100,000 0.29%pa
>£100,000 - £250,000 0.26%pa
>£250,000 - £500,000 0.23%pa
>£500,000 - £1 million 0.20%pa
Over £1 million 0.15%pa
Platform Charge

See 'Platform Charge' and '10 good reasons to use Cofunds' for more information on Cofunds.

Contact us

Contact us to find out more about the Cofunds Platform.