INVESTMENTS
ONLINE DEALING WITH COFUNDS
Online dealing with Cofunds has never
been better.
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, available in our literature library, and if applying for a new MasterSIPP they'll already have agreed to this in our application form.
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.
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DISCLAIMER
The information on this page is for advisers only and should not be relied upon by individuals.