Will I receive cashback on my investments?
The Investor Centre cashback service applies to any investments held via the Cofunds platform that pay us ongoing commission. We will pay 50% of any ongoing commission we receive to you once you have completed and returned a cashback form. If you have other investments that you would like to receive cashback on, these may be eligible to transfer to Cofunds and take advantage of the Investor Centre service. For more information about cahsback contact us to discuss the service.
Please note: Not all investment pay ongoing commission and therefore we cannot pay cashback on these investments, please check our 'Funds available through Cofund' Document to see if your investment pays cashback. We regret that we are unable to pay cashback on investments that are not held via The Investor Centre service on the Cofunds platform.
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



