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Cofunds Investment Platform

Why hold investments on a platform.

Platforms are the modern way for investments to be held, giving you access to over 600 funds from 100 plus companies in one place. Reporting and valuations are all in one place and when you do your tax return you only have one investment summary and one tax voucher to deal with. It is that simple.

Why Cofunds?

Cofunds is one of the UK‘s largest Independent fund platforms. It does not sell investment funds of its own but provide a place (a platform) for investors to consolidate their individual investments for ease of management.

How does it work?

Cofunds will administer your investments on your behalf through your financial adviser and you will receive one set of communications from them regarding your investment – much more manageable than receiving paperwork from each individual fund or product provider.

What will it cost?

There will be no additional charge to you, the investor, for placing your investment portfolio with Cofunds. There are no extra management charges and no hidden costs, you simply have the same funds in one place. This is because Cofunds are paid by the fund management groups so it costs you no more.

Benefits

You can see your investments 24/7 on the simple to use Cofunds website and you benefit from having Lyn Financial Services to talk to for advice. If you wish to switch from one fund to another it can be done by the click of a button on screen, saving time and money. You will not receive any marketing material from Cofunds, as Cofunds only allow registration through an authorised financial adviser, in this instance Lyn Financial Services.

Want to know more about Cofunds? Download their Key Features Document for further information.

 

Access your   portfolio now to view and manage your investments.