Cofunds has been working with clients for the last 3 years to provide and further develop an Institutional Service for pooled nominees which provides:

Regular contact will include:

Our service is proven, scaleable, reliable and competitively priced. The service is tailored to meet the differing needs for each firm and we understand the key issues and concerns that can arise.

We have developed expertise in the efficient transfer of assets to the Cofunds platform, and we can arrange for this to happen without any interruption to trading.

Our approach is innovative but practical. We offer a number of standard interfaces with your existing back office systems and processes, or alternatively, we can work with you and your chosen partner to create a solution to meet your needs. We have developed systems interfaces with a number of industry leading systems providers, which allows the Cofunds Institutional Service to be deployed with minimal lead times.

This integrated solution goes beyond just delivering operational efficiencies and can form the foundation upon which firms may develop a wrap proposition for clients.