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Cofunds Fund Supermarket
- Updated:
January 26, 2009
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If you simply wish to find out more about Cofunds then you should start with more information on Cofunds.
If you are familiar with
Cofunds and you wish to set up your ISA or
Unit Trust/OEIC now, please use our online
application form, or complete
and print off one of the application forms to
post to us later.
Please make sure, however, that you read the key
features of the product and the terms
and conditions before completing any of the application
forms. |
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Please
note that you will need your debit card details to invest online.
If you have any problem
with your online application during office hours,
or you would prefer not to complete your ISA or investment
fund online, please telephone Sarah
Bond on 0845 3700 661, or if Sarah is unavailable, a member of the Support Team on that number, and
we will be pleased to help you. |
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Complete
an Online Application Form
You can set up your ISA
now by using our online
application form.
Download
an ISA Application Form
Rather
than complete your ISA application form online you
might prefer to complete and print off an ISA
application form to post to us later. In
this case you should also print off for your own records
a copy of the Cofunds
Key Features Document. Simply complete
the application form and then print it off and post
it to our Cranleigh office for processing.
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Download
an ISA or PEP Transfer Form
If
you have an existing PEP or Stocks and Shares ISA outside of
Cofunds you might wish to complete and print off a ISA/PEP
transfer form to post to us later. In this case you
should also print off for your own records a copy of the Cofunds
Key Features Document. Simply complete the
ISA/PEP transfer form and then print it off and post it to
our Cranleigh office for processing.
Download
an Investment Funds Application Form
You
can apply for Investment Funds such as Unit Trusts and OEICs
(Open Ended Investment Companies) via Cofunds. These are referred
to as 'unwrapped' products, that is, they do not form part
of an existing PEP, or an existing or new ISA. Rather than
complete your Investment Funds application form online you
might prefer to complete and print off an Investment
Funds application form to post to us later. In this
case you should also print off for your own records a copy
of the Cofunds
Key Features Document. Simply complete the
application form and then print it off and post it to our Cranleigh office for
processing.
Schedule of Charges/Discounts
for All Funds
This schedule is
where you will find details of the initial and ongoing charges
on each fund, PEP and ISA transfer terms, whether an existing
holding can be moved into Cofunds without cost (ie re-registering)
and any special discounts that apply. We do not recommend
that you attempt to print this schedule unless you want
to use a lot of paper!
Review the Terms
and Conditions
Please
make sure that you look at these terms
and conditions before completing any of the application
forms.
Read the Key Features
of the Product
If you decide to complete an application
form you should read the key
features of this product.
Preferred Funds for
Help With Your Fund Choice
For
those who would like help with their fund choice we
provide a list of our preferred
funds in each market sector.
Further Information
on Cofunds
If
you are seeking further information about the Cofunds Fund
Supermarket then please read
these notes before proceeding to complete an application
form.
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