ONLINE DEALING WITH COFUNDS
Online dealing with Cofunds has never
been better.
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Suffolk Life and Cofunds have worked together to offer a superior means of dealing online in collectives for your client's Suffolk Life pension. Please view the comprehensive list of funds available . |
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Great dealing terms
Enhanced online access
Efficient trading
Single view statement and reporting
Commission tracking
Registration with Cofunds is easy if you are not already signed up. Your client will also have to agree to the Cofunds Customer Agreement, and if applying for a new MasterSIPP they'll already have agreed to this in our application form. For a step by step guide to the process, please see our Adviser Journey - Investing via Cofunds, part of our adviser resource pack. If not already given on the SIPP application, we will need your client's authority for you to place investment instructions on their behalf. For details on using the Cofunds platform to deal in investments in your Suffolk Life pension, please visit our How to invest using Cofunds section. Alternatively you can return to the Investments section or find out more about the MasterSIPP. |
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DISCLAIMER
The information on this page is for advisers only and should not be relied upon by individuals.