Cofunds unveils Isa transfers

clock

Cofunds is now offering Isa and Pep transfers via re-registration and has introduced direct fund sal...

Cofunds is now offering Isa and Pep transfers via re-registration and has introduced direct fund sales. It will also host a series of 22 workshops nationwide for intermediaries from 15 January, focusing on the new products and services being offered via its platform. The developments were soft launched in December, as exclusively reported in Investment Week, and investors wishing to transfer Pep and Isa investments to the Cofunds platform can now do so without having to sell and buy back the units or shares, avoiding incurring extra costs. At launch, this facility is available for 21 of ...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Investment

Private credit and secondaries to become leading strategies over the next year

Private credit and secondaries to become leading strategies over the next year

Geopolitical factors a 'significant risk'

Patrick Brusnahan
clock 16 June 2025 • 1 min read
Rising uncertainty and prices pushing investors to advisers

Rising uncertainty and prices pushing investors to advisers

Inflation is the top financial fear

Patrick Brusnahan
clock 10 June 2025 • 1 min read
Most investors say managers behind shy active ETFs 'mislead' the market

Most investors say managers behind shy active ETFs 'mislead' the market

2024 a record year for European ETFs

Patrick Brusnahan
clock 30 May 2025 • 1 min read
Trustpilot