Existing Chartwell Cofunds clients
If you are already using Cofunds for your investments, why not register as an online user. All you have to do is enter the 'Buy and Switch service' then simply follow the step-by-step process and once you have registered as a user, we will be notified and enable you access and send you confirmation by e-mail.
By registering as a user you will be able to:
- View your valuation whenever you wish
- Top-up your existing funds online
- Switch funds online
In addition, we have now added a transaction history module to your portfolio valuation to provide you with comprehensive information regarding your Cofunds holdings.
-
Dates funds were purchased, plus unit price and amount purchased
-
Distribution dates and amounts paid
-
Tax reclaim dates and amounts reclaimed (if applicable)
-
Dates funds were sold, plus unit price and amount sold
To access the transaction histories of your funds just click through to your Portfolio Valuation. To view a fund‘s transaction history, just click on the selected fund.
Switching online
All fund switching charges on the Buy and Switch service are now 0.25% after we have reinvested commission.
Topping-up online
Charges and discounts applied to top ups carry the same terms as making new investments. To view the discounts we currently have in place, please click on the links below.
ISA discounts
Investment fund discounts
Alternatively,if you do not wish to switch or top-up funds online, key features, terms and conditions and funds switching and top-up forms can be found in our literature library section.
Please send all applications by post to:
The Investor Centre
Minerva House
Lower Bristol Road
Bath
BA2 9ER