Upgrade Your Service
If you have any fund investments that are not currently held with Cofunds, consider
re-registering those funds to get a service upgrade. This enables you to obtain
the following benefits:
- A single statement for all your ISA, Unit Trust or OEIC fund investments
- Full online access to your portfolio including regularly updated valuations
- Simpler, quicker and easier switching and investing in over 1,300 funds from more
than 95 leading investment houses
No extra charges
As part of our commitment to offer excellent service to Willis Owen investors this
service upgrade is available at no additional cost to you. You will almost certainly
be paying 'trail commission' as part of the annual management charges levied through
your plan; when you re-register your funds this commission is transferred to Willis
Owen, which covers our costs of providing this service. So it really doesn’t cost
you a penny more!
Benefits of re-registering funds with Cofunds
Re-registering with Cofunds allows you to view your complete portfolio in one place,
cutting down on the number of statements you are normally sent each year and making
managing your portfolio simpler.
- You gain access to the full Willis Owen Online Investment Service, giving you instant
portfolio valuations 24/7 at www.willisowen.com
- Receive just one valuation statement for all your fund investments,
keeping your paperwork to a minimum
- Buy your future investments through Willis Owen and benefit from the largest discounts
we can find on over 1,300 funds from more than 95 leading investment houses
- The ability to switch between different funds across multiple investment houses
quickly and cost-effectively
- Maintain the beneficial tax status of your ISA and/or former PEP investments
- For future investments, complete only one application form and make one cheque payment
to cover multiple fund investments
All these benefits are at no additional cost to you. Just fill in the re-registration form and we’ll do the rest!
Download Re-Registration Form
Don't miss out! Here's what you need to do
All you need to do to start the process of re-registering your ISA, Unit Trust
and/or OEIC investments with Cofunds is simply print off the re-registration form including the details of the funds
you would like to re-register and post it to us at: FREEPOST WILLIS OWEN LTD, PO Box 402, Hull, HU9 9AF.
On receipt of this form we will write to you to give you more detail about the
re-registration process and we will send you the necessary paperwork for your signature.
Remember that only the fund administration changes. You retain complete control
and ownership of your funds both during and after the re-registration process and
the fund manager remains the same.
So take advantage. Re-register your additional funds and have them all in one manageable
account. For more information about re-registering with Cofunds please call 0800
597 2525.
Important
Investment Risk
The value of units and the income from them can fall as well as rise, as a result of market or currency fluctuations, and you may not get back the amount originally invested. Past performance is not a reliable indicator of future results.
You should regard the products outlined on this website as investments which should be held for the medium to longer term. If you withdraw money early from your investments, there is a risk that you may not receive back the full amount invested. Please ensure that you read the Key Features and full product literature before choosing to make an investment.
Tax
Taxation is subject to statutory change and the value of tax reliefs will depend upon your individual circumstances. The products outlined here may be subject to taxes or costs that are not imposed by Willis Owen Limited.
Questions?
If you have any questions concerning these forms or any of the processes involved
in investing with us, please call us on 0800 597 2525.
If you are at all unsure about what action to take then please seek independent financial advice.