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Cofunds

ISA and Non ISA Funds

*** Reduced Platform Fee ***
Now only 0.23% p.a.

 

Cofunds is the UK’s largest independent investment platform offering a huge fund range and award winning service. It was founded in 2001 and recently purchased by Aegon.

The Cofunds Platform gives clients and easy and convenient way to invest and manage their funds.  With secure and easy access you can purchase funds online or just print off an application form and apply by post.  There’s over 3,400 individual investment funds from over 210 fund managers to choose from (as at 31.12.2016).

Why should you use the cofunds platform

Through Seymour Sinclair

  • Nil initial charges on all funds
  • Only 0.20% p.a. agent fee
  • Now Only 0.23% p.a. platform fee
  • Valuation and fund monitoring included
  • Free switching service
  • Free re-registration
  • £25 cashback on re-registrations over £10,000
  • Invest online or by paper application
  • No additional fees or charges

IMPORTANT INFORMATION:  Remember that the value of investments and the income from them can go down as well as up and that past performance is no guarantee of future returns.  Key Feature documents give full details of aims, risks and charges – these should be read before you invest.  Whilst we provide product information, guidance and fund research, we cannot know which of these products or funds, if any, are suitable for your particular requirements and must leave that judgement to you.  Tax treatment depends on your individual circumstances and may be subject to change in the future.  If you are unsure about the suitability of an investment, you should seek expert financial advice. Read more

New Cofunds Customer

If you haven’t used Cofunds already, you can set up a Cofunds account and invest in funds today.

How to Invest Online

When you’re ready to invest, you’ll need your National Insurance number and Debit Card (please note you cannot use a Credit Card). The Seymour Sinclair Investment Discounts will automatically be applied.

When your application is accepted, Cofunds will send you a contract note with your Cofunds customer number. Once you receive your Cofunds customer number, register (below) and manage your funds online.

Invest online for lump sum investments only. Follow the link below and select New Customer to continue.

Please read the Seymour Sinclair Terms and Conditions of Business before applying.

Existing Cofunds Customers

Registered Cofunds customers login here.

Have your client reference and password ready.

Register here

Unregistered Cofunds customers need to register to use the Online Service Centre.

Once you have made an investment with Cofunds they will send you a contract note with your Cofunds Customer Number.

Use your Cofunds Customer Number to register here and manage your funds online.

Make an application by post

Invest by paper application by printing off the Platform Business Investment application form and sending to:

Freepost RTUS-RXEY-BJSJ
Seymour Sinclair Investments Limited
2 Blade Mews, London SW15 2NF

Please note that to comply with Anti Money Laundering guidelines we need to verify the identity of all clients on behalf of the investment companies.  Please follow the link at the bottom of the page for further details of the documents required.

How to make a Postal Application

Platform Business Investment Application Form