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institutional.cofunds.co.uk

Institutional | Cofunds

Cofunds is the UK’s leading independent fundmarket offering an award-winning fund administration service. We provide intermediaries with the choice, convenience and control they need for outstanding client service.

http://institutional.cofunds.co.uk/

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Institutional | Cofunds | institutional.cofunds.co.uk Reviews

https://institutional.cofunds.co.uk

Cofunds is the UK’s leading independent fundmarket offering an award-winning fund administration service. We provide intermediaries with the choice, convenience and control they need for outstanding client service.

INTERNAL PAGES

institutional.cofunds.co.uk institutional.cofunds.co.uk
1

Products & Funds: pensions, collectives, bonds, cash | Cofunds

https://institutional.cofunds.co.uk/AboutUs/InvestOpts.aspx

Call: 0345 604 4001*. How We Can Help. Find An Adviser Or Intermediary. Fund Prospectuses, Reports and Accounts. This page is for Professional Financial Advisers only. A flexible retirement planning service with the Cofunds Pension Account at its core. Access to over 2,100 funds from 95 fund managers, no initial fund charge for platform SIPPs plus free switching. Funds that can be invested in directly or held within,. S, bonds and pensions. Have you considered the benefits of using Cofunds for trusts?

2

The Platform Concept: dealing, settlement, pricing, reconciliation | Cofunds

https://institutional.cofunds.co.uk/Institutional/what_is_a_fund_supermarket.aspx

Call: 0345 610 5406*. How We Can Help. Find An Adviser Or Intermediary. Fund Prospectuses, Reports and Accounts. Corporate And Social Responsibility. One application form, one payment, one statement, many fund options. Trade Funds Your Way, Every Day. No matter how complex or high volume your daily fund trading activities, Cofunds technology helps you keep your process simple and reliable. Our technology enables you to place trades for more than 6,700 fund instruments quickly and easily. By harnessing th...

3

How It Works: service overview, architecture, technology | Cofunds

https://institutional.cofunds.co.uk/Institutional/HowItWorks.aspx

Call: 0345 610 5406*. How We Can Help. Find An Adviser Or Intermediary. Fund Prospectuses, Reports and Accounts. Corporate And Social Responsibility. From dealing to reporting, we can help transform how you operate funds. Our open architecture systems make it easy for you to input your trades. To give you peace of mind we confirm the receipt of the trade instructions in less than one second. This not only guarantees the valuation point but also helps you manage and predict your cash flow. Our technology ...

4

Key Benefits: for you business, for your clients, fewer constraints, reduce risk, increase efficiency | Cofunds

https://institutional.cofunds.co.uk/Institutional/KeyBenefits.aspx

Call: 0345 610 5406*. How We Can Help. Find An Adviser Or Intermediary. Fund Prospectuses, Reports and Accounts. Corporate And Social Responsibility. Adding value to your business. Harness The Benefits For Your Business. Cofunds' institutional service provides powerful benefits for any firm that relies on efficient fund administration to service its clients and grow its business. Opportunity With Fewer Constraints. All dealing risk is transferred to Cofunds. Maintain comprehensive online data on your org...

5

About The Service: proven platform, leading features | Cofunds

https://institutional.cofunds.co.uk/Institutional/Service.aspx

Call: 0345 610 5406*. How We Can Help. Find An Adviser Or Intermediary. Fund Prospectuses, Reports and Accounts. Corporate And Social Responsibility. Introducing Cofunds' institutional service. Experience A New Standard In Servicing Fund Investments. Partner With A Proven Provider. Cofunds is the UKâ s largest investment platform for financial services, wholly owned by FTSE100 company Legal and General, responsible for administering more than  76.9bn of investments (as at 30/09/2015). Cofunds Limited is...

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LINKS TO THIS WEBSITE

cofunds.co.uk cofunds.co.uk

Cofunds Key Facts: shareholders, awards | Cofunds

https://www.cofunds.co.uk/Investors/At_a_glance.aspx

Call: 0345 604 4001*. How We Can Help. Find An Adviser Or Intermediary. Fund Prospectuses, Reports and Accounts. How Can We Help. Cofunds key facts at a glance. Cofunds is whatâ s called an â investment platformâ . That means we make it easier for people to buy investments through financial advisers and other institutions, such as stockbrokers and banks. We provide the technology, tools and services to help them to manage investments in one place - efficiently, securely and online. Cofunds Limited is aut...

investors.cofunds.co.uk investors.cofunds.co.uk

News & Communicator | Cofunds

https://investors.cofunds.co.uk/Public/Wealth/News/Archive.aspx

Call: 0345 604 4001*. How We Can Help. Find An Adviser Or Intermediary. Fund Prospectuses, Reports and Accounts. You are here: Adviser. This page is for Professional Financial Advisers only. Latest from Cofunds - week commencing 22 August 2016. Cofunds to be bought by Aegon. Aegon is buying Cofunds from Legal and General, subject to regulatory approval. Find out what this deal could mean for you and your clients. Set up a Unipass digital certificate. Find out more about Unipass. Find out how to do this.

cofunds.co.uk cofunds.co.uk

Find An Adviser | Cofunds

https://www.cofunds.co.uk/Investors/Find_an_Intermediary.aspx

Call: 0345 604 4001*. How We Can Help. Find An Adviser Or Intermediary. Fund Prospectuses, Reports and Accounts. How Can We Help. Find An Adviser Or Intermediary. Fund Prospectuses, Reports and Accounts. Find An Adviser Or Intermediary. Find An Adviser Or Intermediary. Where can I find an adviser? If you don't already have an adviser there are websites that can help you find one, such as unbiased.co.uk. Or the Personal Finance Society (PFS). Where can I find an intermediary? Chelsea Financial Services PLC.

cofunds.co.uk cofunds.co.uk

Press Release - Archive 2016 | Cofunds

https://www.cofunds.co.uk/MediaCentre/Media_Centre_Press_Archive.aspx

Call: 0345 604 4001*. How We Can Help. Find An Adviser Or Intermediary. Fund Prospectuses, Reports and Accounts. Press Releases For 2016. For all the latest news and our press release archive. Aegon to establish Advisory Board so that advisers can guide integration and roadmap following the acquisition of Cofunds. Aegon accelerates platform strategy with acquisition of Cofunds. Market performance is the biggest challenge for advisers in 2016. Cofunds maintains its position as the largest UK platform.

cofunds.co.uk cofunds.co.uk

Sunset | Cofunds

https://www.cofunds.co.uk/Sunset/Index.aspx

How We Can Help. Find An Adviser Or Intermediary. Fund Prospectuses, Reports and Accounts. Supporting You Before Sunset. With only a matter of months to go, weâ re now on the final stretch to the 6 April 2016 deadline. To ensure that we meet this deadline and continue to comply with FCA regulation, weâ re now managing the conversion process for your clients who still hold commission-included share class funds. Advised â Share Class Conversion Form. Self-directed â Share Class Conversion Form. Cofunds Lim...

cofunds.co.uk cofunds.co.uk

Press Release - Archive 2015 | Cofunds

https://www.cofunds.co.uk/MediaCentre/Media_Centre_Press_Archive15.aspx

Call: 0345 604 4001*. How We Can Help. Find An Adviser Or Intermediary. Fund Prospectuses, Reports and Accounts. Press Releases For 2015. For all the latest news and our press release archive. Cofunds sponsors Witham triathlon club. Advisers optimistic over UK economic prospects in 2016. UK Equity Income holds onto top spot in Q3. Sell in May and go away, come back. in August. Advisers see light in Emerging Markets as half anticipate a bounce back in China. Cofunds on course for next steps to Sunset.

investors.cofunds.co.uk investors.cofunds.co.uk

Cofunds is the UK's leading investment platform for advisers and other financial institutions

https://investors.cofunds.co.uk/web/index.aspx

How We Can Help. Find An Adviser Or Intermediary. Fund Prospectuses, Reports and Accounts. Cofunds is whatâ s called an 'investment platform'. That means we make it easier for people to buy investments through financial advisers and other institutions, such as stockbrokers and banks. We provide the technology, tools and services to help them to manage investments in one place. More on our Financial Strength. Interested in being part of a company that values and looks after its clients and its people?

cofunds.co.uk cofunds.co.uk

Our Management Team: Experienced, professional, focused, dedicated | Cofunds

https://www.cofunds.co.uk/MediaCentre/Media_Centre_ManagementTeam.aspx

Call: 0345 604 4001*. How We Can Help. Find An Adviser Or Intermediary. Fund Prospectuses, Reports and Accounts. Experienced, professional, focused, dedicated. David Hobbs, Chief Executive. Marc Bulstrode, Operations Director. Most recently he was Head of Change and Business Management at Fidelity, and before then he held senior positions at Barclays Wealth and Skandia / Old Mutual. Stuart Johnson, Chief Information Officer. Andy Coleman, Director of Distribution. Andy joined Cofunds at the start of 2012...

cofunds.co.uk cofunds.co.uk

How We Can Help: keep track of your investments, key benefits to investors | Cofunds

https://www.cofunds.co.uk/Investors/Cofunds_and_You.aspx

Call: 0345 604 4001*. How We Can Help. Find An Adviser Or Intermediary. Fund Prospectuses, Reports and Accounts. How We Can Help. Find An Adviser Or Intermediary. Fund Prospectuses, Reports and Accounts. How We Can Help. How We Can Help. It's easy to keep track of your investments with Cofunds. Key Benefits To Investors. By having an adviser use the Cofunds platform to plot and execute your investments means that you benefit from:. A range of funds and investment products. Quick And Easy Online Access.

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Call: 0345 610 5406*. Back office integration service. How we can help. Find an adviser or intermediary. Fund prospectuses, reports and accounts. This page is for institutional customers only. Cofunds is now part of Aegon UK and on 4 March 2018 we successfully upgraded the institutional service as part of a multi-million pound investment. Aegon's dashboard. Is now the new home to access reports and information. How to log in. View transaction histories and e-Data. Place trades quickly and easily. All rec...

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