Fund supermarkets offer a very convenient way to buy, sell and switch a broad range of unit trusts and OEICs from different fund managers. We work with a number of fund supermarkets and have a particularly close working relationship with Cofunds.

We have now developed a facility that will allow you to place deals on the Cofunds platform via the secure portal area of our website. This will allow you to:

• take advantage of our specially negotiated discounts 
• reinvest part or all of your initial commission 
• receive trail commission on the funds (when applicable)

Additionally, electronic reporting means that we can record deals in the most efficient way allowing us to eliminate our transaction fee.

Who can I place deals for?
We need your client’s authority for you to place investment instructions on their behalf. In most cases, authority would have been given on the original SIPP application form, but if not, we will need a signed statement from the client authorising us to accept instructions from you.

Any questions?
Please call our investment dealing team on 01473 296904.