Chartwell wins top financial award, 2008 Money Marketing Awards
buy and switch service
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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)