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Cofunds Investment Platform.

The International Portfolio Bond provides access to the Cofunds Investment Platform (The Platform), the UK’s largest independent Investment platform. You and your clients have the freedom to hold some or all of their investments on the Platform.

These are some key reasons why you and your clients might like to consider this Platform:  

  • Market leading functionality.
  • All dealing will be free of dealing charges.
  • Flexibility to choose how much to invest on the platform.
  • Online switching.
  • Access to over 1,000  funds.
  • Discounted charges in many cases.

The Platform greatly simplifies the whole process of investing. With online access, powerful consolidation tools and back office integration, there is potential to spend far less time on administration and more time on developing your business whilst servicing the needs of your clients.

Advisers who wish to take advantage of this facility will need to register with Cofunds if they have not previously done so. Registration details are available on the Cofunds website

 

The value of an investment in the International Portfolio Bond, and any income taken from it, may fall as well as rise and is not guaranteed. Your client may not get back all the money they invest.


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