Established in 2001, Cofunds is the leading general investment platform for advisers and other financial institutions, with assets under administration of £83.6bn*.
It provides flexible administration and management services for advisers and their clients as well as dealing and custody services for financial institutions. It does not offer investment management or advice, nor does it compete with advisers by offering its services direct to the end client. Cofunds exists to serve the needs of institutions, advisers, their clients, and fund managers.
Cofunds is authorised and regulated by the Financial Conduct Authority.
*31.12.2016
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