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Partnership

Dedicated team at your service

We work in partnership with our clients, developing our proposition to allow you to expand yours.

The purpose of the Institutional service from the outset has been to dramatically improve the process of investment by providing fund choice along with fund dealing, information and analysis in an easy-to-use, one-stop shop.

Cofunds institutional only deals with corporate clients, meaning that there is no risk of interference in relationships between you and your clients.

At Cofunds, you have the reassurance of a dedicated relationship team with a named relationship manager. They co-ordinate your migration to Cofunds and provide ongoing support to ensure we continue to meet and exceed your needs.

We've proven expertise in transferring assets efficiently onto the platform. Working closely with you, we can develop a timetable to streamline asset transfer without interruption to your fund trading.

We also provide full technical and project support so you can integrate Cofunds services into your business with minimal demand on your people and resources.

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