Who are Cofunds and why is Chartwell working with them?
Our Investor Centre service is powered by Cofunds and they also look after the maintenance of our Buy & Switch site on a daily basis.
Chartwell partnered with Cofunds because it is the UK's leading independent investment platform and currently administers over £13 billion of investors' money. They offer an award winning investment administration service that enables us to pass on some great benefits to our clients including:
- A single account view of your investments across a range of investment products
- Access to a huge fund range from all the UK's leading fund managers
- The ability to switch between hundreds of funds quickly and cost-effectively
- Portfolio valuation statements from across your entire Cofunds portfolio
- A streamlined application process resulting in considerably less paperwork
- Online access to your portfolio
Cofunds is backed by some of the largest financial institutions in the UK and USA. Today, Cofunds is established as a leading investment platform in the UK and has been recognised through numerous industry awards.*
* Source: Cofunds website, 04/10/07 (www.cofunds.co.uk/Investors/Investors.aspx)
Other pages in this section that might interest you:
- Our Website FAQs
- Our Services FAQs
- Chartwell Direct FAQs
- The Investor Centre FAQs
- What can I do using the Investor Centre service?
- Who are Cofunds and why is Chartwell working with them?
- What is re-registration?
- It says that Cofunds hold my investments in a nominee account, what is a nominee account?
- Will I receive cashback on my investments?
- How is my cashback paid?
- Why does my bank statement say I've received Trail Rebate?
- What is the benefit of transferring to the Investor Centre service?
- What funds can I transfer to the Investor Centre service?
- How long will it take for my transfer to complete?
- I already invest with Cofunds through Chartwell, what do I need to do?
- What does it cost to transfer to the Investor Centre?
- What happens to my income if I transfer to the Investor Centre?
- What is equalisation?
- What happens to my regular savings once I transfer to the Investor Centre?
- Can I get income from my funds once I've transferred?
- When will I receive income from my investments?
- What is CNI?
- Can I transfer Cash ISAs to Cofunds?
- Not all of my investments are on my online valuation, why is this?
- What happens if I change my mind?
- Online Dealing FAQs
- Investment FAQs
- Getting in Touch FAQs
- Glossary



