Professional Adviser Award 2008

 


 

  

Cofunds Fund Supermarket - Updated: February 3, 2008  

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. 

  

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.

 

 

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.  

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.  

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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.     

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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! 

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Review the Terms and Conditions

Please make sure that you look at these terms and conditions before completing any of the application forms.  

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Read the Key Features of the Product

If you decide to complete an application form you should read the key features of this product. 

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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. 

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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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     PLEASE NOTE THAT THIS SITE IS FOR UK RESIDENTS ONLY