Transfer Existing Funds

Transfer To Our Fund Supermarket

Our Fund Supermarket powered by Cofunds allows you to invest in over 2,100 funds from more than 95 fund managers, including Invesco Perpetual, Schroders, Jupiter and Fidelity.

 

Request a Online Fund Supermarket Transfer Pack »

 

You can transfer existing ISA funds and Non ISA funds into one place and benefit from:

 

Fund Supermarket All Your Investments in One Place

 Fund Supermarket Tracking is made easy by receiving just one  annual  valuation statement

Fund Supermarket Secure online access to you funds if required.

Fund Supermarket Access to our Select Range of funds

Fund Supermarket Up to 100% Initial Charge Discount on Select Funds range

Fund Supermarket Select Funds range rated by an independent research company

Fund Supermarket Email updates on latest fund launches

 

Fund Supermarket Brochure

How do I Transfer?

Transferring from an existing ISA or investment fund provider is straightforward. There are two ways in which you can transfer into our Fund Supermarket service.

 

  • Re-registration - Depending on who your existing ISA or funds are with you may be able to transfer existing holdings onto the Cofunds platform.
  • As cash - If you decide to cash in your investments where they are held currently the proceeds can be transferred to Cofunds for reinvestment. In doing this you will be out of the market for a period of time which may work against you if the market rises in this time on the other hand you may benefit if the market falls in this time. 

 

Request a Online Fund Supermarket Transfer Pack »

 

Pack includes:  key feature documents and application forms.

 

Helpdesk - Fair Investment Company

 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.