Cofunds investor

Cofunds enables us to provide the technology, tools and services to help you to manage your investments in one place - efficiently and securely

Cofunds microsite

All your investments in one place

Cofunds provides you with a convenient, single view of all your investments, so it’s easy for you to take advantage of their full range of products including ISAs and Investment Funds, without the hassle of multiple statements. You also receive access to an online valuation and trading service, allowing you to buy or switch at your convenience.


Flexibility

Within a Cofunds ISA, you can invest in one or more Funds across various providers within the same tax year, an option which is not open to you if you invest off-platform, for example directly with Jupiter or Invesco.

Cofunds bring together hundreds of Funds from a wide range of Fund providers so that you can select appropriate Funds to meet your investment objectives.

Cofunds valuation

Cofunds paperwork

Cut down on paperwork

Benefit from having one company manage all the paperwork relating to all your new and existing investments, making the process of reviewing your portfolio easier than ever.

Whilst you have the luxury of cutting down on paperwork with a single statement, if you still prefer to apply for an ISA via a paper application rather than online, then Cofunds offers this option. In fact you can trade online or through a paper application, the choice is yours.


Financial strength

Cofunds are the UK's largest independent platform, wholly owned by Aegon Group, the international pensions, life assurance and asset management company. They are responsible for over £77.5bn* of investments on behalf of over 800,000 customers.

One application, one statement, one place for all your investments

Cofunds, for an easy life

Cofunds enables us to provide the technology, tools and services to help you to manage your investments in one place - efficiently and securely.

* Source 30th June 2016

Willis Owen are still able to offer me a paper application process when many in the sector are totally online. It is nice to have the option.

Vivienne

Pinner

Viv - Cofunds Customer

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