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This website is for investment professionals only.

You are about to access the Suffolk Life website for investment professionals and financial advisers. This website should not be relied upon by private customers or any other persons.

If you are not an investment professional or financial adviser please click here to return to the customer website.

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Online dealing with Cofunds

Great dealing terms

  • 100% of collective investments offered via the
    Cofunds platform are available at creation terms (no initial charge);
  • Switches between funds and all purchases and sales incur no transaction fees from Suffolk Life or Cofunds. 

Enhanced online access

  • Transactions are made electronically via the Cofunds website. You can also move cash online between Suffolk Life and Cofunds.

Efficient trading

  • A Cofunds Trading Account is available within the SIPP, which enables the efficient trading of available collective investments and includes receipt of dividends and interest.

Single view statement and reporting

  • You have a consolidated view of your client's SIPP details along with any other assets they hold on the Cofunds platform. Additionally you can benefit from Management Information.

Registration

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. '

 

 

Disclaimer

This information is intended for investment professionals and should not be relied upon by private customers or any other persons.