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This page is for institutional customers only

Cofunds is now part of Aegon UK and on 4 March 2018 we successfully upgraded the institutional service as part of a multi-million pound investment. Aegon's dashboard is now the new home to access reports and information.

Please note to access transaction history and e-Data, you’ll need to continue using the Cofunds website.

How to log in

Use the button below to log in to Aegon’s dashboard. You’ll need the username and password we emailed you when you registered.

Log in

View transaction histories and e-Data
Use the login button at the top of the page, using your existing details, to go to your Cofunds account.

Features and benefits of your upgraded account

Covering all aspects of the fund lifecycle, your upgraded account improves your ability to offer funds.

  • Dealing

    • Place trades quickly and easily
    • Each trade confirmed by us within seconds
    • Valuation point is then guaranteed.
  • Pricing

    • Report trades faster using intraday data files, easily integrated with your own systems
    • Dealing prices made available as soon as they’re received from the fund manager.
  • Settlement

    • Net settlement – only receive or pay just one payment a day, via CHAPS or CREST
    • Trades settled on the market settlement date.
  • Reconciliation

    • Daily automated electronic data files allowing you to reconcile as frequently as you need
    • All reconciliation information available from us, eliminating the need to source from multiple counterparties.
  • Asset servicing

    • Distributions from all fund groups provided to you in a simple, collated format to make your own processing more efficient
    • Process all corporate actions from information provided by us, as we receive them from the fund groups
    • Rebate payments calculated, processed and provided to you, giving you Management Information (MI) that you can fully reconcile. (Payments are made to you monthly for all rebates)
    • Experience timely production of MI and operational reporting, and access over 7,800 investment choices (as at 31 December 2017) without needing to open an account or go through anti-money laundering processes for each fund.