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.
Online dealing - funds
How do I deal using a fund supermarket?
Once you have chosen a fund supermarket to invest with your client’s SIPP you will need to open an agency account with the fund supermarket. Please give us details of the agency code to access any dealing terms you have arranged directly with the fund supermarket.
Instructions are accepted by telephone, post or fax but not by e-mail, although we reserve the right to request the instruction in writing. Your dealing instructions should include details of the selected investment, the fund supermarket chosen and your agency code to apply any special terms you may have.
Online dealing for advisers through the Suffolk Life secure portal is available using the Cofunds platform and offers many discounted initial fees.
When making investments through our portal you gain access to the many discounted terms that we have agreed with various fund managers. In addition to this, you will still receive any applicable trail commission.
If your agency has negotiated better discounts for any of the funds available through the Cofunds platform, please let us know and we may be in a position to go back to the fund provider in question and negotiate terms to match or better the discount your agency currently receives.
Please contact us immediately if you wish to cancel an online deal instruction before the next available dealing point.
You will still receive a paper contract note directly from Cofunds for all investment instructions transacted online.