The Investor Centre
On this site you can:
- View a consolidated portfolio valuation of investments held through the Cofunds platform
- Access a portfolio scanning tool to enable portfolio analysis across fund holdings.
- Access fund fact-sheets of funds available through Cofunds
- Use of a literature library of forms, discount guides, and key feature documents
- Access to Chartwell guides and latest offers
- Online dealing from the Cofunds account (switch and buy) via a plug-in powered by Cofunds
About the Investor Centre
The Investor Centre, (a subsidiary of Chartwell Direct) enables registered clients to view their Cofunds investments and buy and switch ISAs, PEPs via our online dealing service and other mutual funds online.
To assist our clients in managing their portfolios we also provide access to P-Scan, our bespoke portfolio scanning tool, to enable clients to ‘x-ray’ their assets across all of their holdings.
Our range of fund fact-sheets and complimentary guides assist our clients in researching their investment choices and we strive to continually update and improve the services we offer.
The Investor Centre service is powered by Cofunds, which gives our clients convenient access to a huge range of funds, ensuring convenience, whilst maintaining first-class security and reliability – providing our clients with peace of mind that their money is being looked after.
To provide clients with the most cost effective way to build and manage their portfolios we rebate up to 100% of all initial commission due on investments. Where an investment is held through The Investor Centre and it pays ongoing commission, we will share this with our clients. We will pay 50% of any trail commission paid to us, to our clients every month, directly into their bank account.
Although our clients are pleased with the convenience and functionality of our online services we also operate a supporting telephone service, 9am – 5pm Monday to Friday. Clients may use this facility to order application forms, registration packs, free guides and literature. Many clients also find this service invaluable where they have a query regarding a new or existing investment application; they can discuss the application with one of our dedicated Investor Services team members.
After many years of industry turmoil, financial strength and continuity of service have become very important. Our sustainable business plan secures our future as a top quality financial services provider.
Enter the Buy & Switch service
Our terms and conditions of Business are available for download in PDF format here.
Please click here to enter the Buy & Switch service if you have read, understood and agree to our terms and conditions.
Latest News
Commodities: Hurricane Gustav concern lifts oil
Crude oil rose Tuesday as hurricane Gustav threatened oil production in the Gulf of Mexico although weakening demand and the strengthening dollar kept prices off an earlier session high.
FX round-up: Dollar at 6-month high against euro
The dollar gained against the euro Tuesday, rising to a six-month high, after another batch of weak European economic data.
Asia: Property woes weigh on Nikkei
The Nikkei fell Wednesday with real estate stocks down sharply on concern about the latest company to file for bankruptcy.
Europe: Financials weigh
European stocks are in the red as financials and oil reliant issues drag down the markets.
Technical Analysis - Sinking feeling for miners
For the past 5-6 years mining stocks have enjoyed enormous gains with rising commodity prices filtering through into bigger profits. The mining sector index has gone from values of around 6,000 during 2004 to around 22,500 now.
