About Cofunds
Chartwell Direct's dealing service is administered by Cofunds Ltd, which gives our clients convenient access to a large range of funds, whilst maintaining first-class security and reliability.
Our range of reporting services assist our clients in researching their investment choices and we strive to continually update and improve the services we offer.
Although our clients are pleased with the convenience and functionality of our online services we also operate a supporting telephone service, 9am – 5pm Monday to Friday. Clients may use this facility to order application forms, registration packs, and literature. Many clients also find this service invaluable where they have a query regarding a new or existing investment application; they can discuss this application with one of our dedicated client service team members.
About Cofunds
Cofunds |
Owned by Gartmore, IFDS, Jupiter, M&G & Threadneedle |
Initial charges |
Between 0% -2.25% after discount |
Fund switching terms |
0.25% between all funds except for funds which have no initial charge, which are free |
Transfer in terms |
More than 40 companies allow transfers into Cofunds at no charge. Usual discount terms apply for remaining companies |
Application methods |
Online - using a Maestro, Solo or delta debit card. Offline - Paper Application form |
Product options |
ISA, ISA/PEP transfers (paper applications only), investment funds (Unit Trusts/OEICs) |
Funds Offered |
1200 - For a list of funds available click here |
Minimum Lump Sum |
£1,000 |
Minimum regular savings |
£50 per month for ISAs |
Enter the Buy & Switch service
Our terms and conditions of Business are available for download in PDF format here.
Please click here to enter the Buy & Switch service if you have read, understood and agree to our terms and conditions.