We've introduced two new and improved CPA application forms, plus you can now make mid-month income payments via BACS.
Find out more here
Book yourself onto our weekly webinar sessions, and get access to our secure and interactive online training.
Find more information on our weekly webinar sessions here
We've improved our forms to save you and your clients' time, reduce paperwork and make it easier to invest through Cofunds.
Discover more here
View details of recent and upcoming Corporate Actions
View the latest Corporate Actions here
We've made some changes to help improve the way you can invest in the CPA. You now have access to a new Additional Contribution form and Regular Investment Instruction form.
The Additional Contribution form has been reduced from six separate forms to a single four page form, with the only exception being the Direct Debit instruction. The benefits include:
In the past you would have to manage the net/gross contribution process yourself when tax relief is received by your client. Our new Regular Investment Instruction set up form now allows you to request us to automatically manage gross regular contributions.
Finally in some instances you can now make mid-month CPA income payments via BACS where:
Our trainers run weekly webinar sessions which are designed to help you get the most of Cofunds - they're secure, interactive and they're only 45 minutes long.
To book yourself on a webinar session all you need to do is view our training calendar, select a topic, and register your place by clicking on a date suitable for you.
View our calendar and book yourself onto a webinar session here.
As part of our 2016 programme of platform developments, we're rolling out improvements to our application, client management and transaction forms.
We've reduced the number of pages, improved the look at feel, and introduced an easier to read layout - all aimed at saving you and your clients time, reducing paperwork and making it easier to invest through Cofunds.
The latest updated forms include:
Please note, previous versions of these forms will still be accepted but won't be available to download from the website.
For further information, feedback or questions please email us.
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.