Existing Cofunds investors

As an existing investor with the Fair Investment Funds Service, in association with Cofunds, on this page you can log-in to your account, and find out more information about the funds available through the service. You can also download forms to top-up funds or arrange transfers in the table below.

 

You can now view your portfolio valuations directly through Cofunds.

 

Cofunds login »


To view the simplified prospectus, reports and accounts for funds click on the link below.

 

Fund reports and accounts »

 

You can also view fund Key Features Documents using a document generator. Click on the link below to view Key Features Documents.

 

Key Features Document generator »


If you want to top-up, transfer or switch within your existing account, please use the table below to download the relevant forms.

Please return the forms to:

Fair Investment Company
Kings House
14 Orchard St
Bristol
BS1 5EH

If you have any queries regarding your account please call our Customer Helpdesk on:

0845 308 2525

Cofunds Literature
DocumentView
Fund Application FormView
Fund Transfer FormView
Fund Transfer AuthorityView
Fund Key FeaturesView
ISA Application FormView
ISA Transfer FormView
ISA Transfer AuthorityView
ISA Key FeaturesView
Switch FormView
Terms and ConditionsView
Terms of BusinessView
Withdrawal FormView

 Important Risk Information:

This website contains information only and does not constitute advice or a personal recommendation in any way whatsoever. The value of investments and income from them can fall as well as rise and you may not get back the full amount invested. The tax efficiency of ISAs is based on current tax law and there is no guarantee that tax rules will stay the same in the future.

Different types of investment carry different levels of risk and may not be suitable for all investors. Please ensure that you read the Important Risk Information for further details. Prior to making any decision to invest, you should ensure that you are familiar with the risks associated with a particular investment and should read the product literature. If you are in any doubt as to the suitability of a particular investment, both in respect of its objectives and its risk profile, you should seek independent financial advice.