The Investor Centre
On this site you can:
- View a consolidated portfolio valuation of investments held through the Cofunds platform
- Access a portfolio scanning tool to enable portfolio analysis across fund holdings.
- Access fund fact-sheets of funds available through Cofunds
- Use of a literature library of forms, discount guides, and key feature documents
- Access to Chartwell guides and latest offers
- Online dealing from the Cofunds account (switch and buy) via a plug-in powered by Cofunds
About The Investor Centre Service
The Investor Centre, (a subsidiary of Chartwell Direct) enables registered clients to view their Cofunds investments and buy and switch ISAs, PEPs via our online dealing service and other mutual funds online.
To assist our clients in managing their portfolios we also provide access to P-Scan, our bespoke portfolio scanning tool, to enable clients to ‘x-ray’ their assets across all of their holdings.
Our range of fund fact-sheets and complimentary guides assist our clients in researching their investment choices and we strive to continually update and improve the services we offer.
The Investor Centre service is powered by Cofunds, which gives our clients convenient access to a huge range of funds, ensuring convenience, whilst maintaining first-class security and reliability – providing our clients with peace of mind that their money is being looked after.
To provide clients with the most cost effective way to build and manage their portfolios we rebate up to 100% of all initial commission due on investments. Where an investment is held through The Investor Centre and it pays ongoing commission, we will share this with our clients. We will pay 50% of any trail commission paid to us, to our clients every month, directly into their bank account.
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, free guides and literature. Many clients also find this service invaluable where they have a query regarding a new or existing investment application; they can discuss the application with one of our dedicated Investor Services team members.
After many years of industry turmoil, financial strength and continuity of service have become very important. Our sustainable business plan secures our future as a top quality financial services provider.
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.
Latest News
Commodities: Oil falls below $50
The price of the December crude oil futures contract dropped below $50 as oil prices fell for the fifth day in a row on continuing fears about how a global recession will affect demand.
FX round-up: Sterling dives on rate cut expectations
Sterling was on the down escalator again Thursday, sliding against both the euro and the US dollar, as investors became more convinced that the Bank of England will go for another interest rate cut next month.
Asia: Stocks claw back some of the week's losses
Asian markets ended the week on a bright note as bargain hunters and short sellers entered the market to snap up stocks laid low by four successive days of decline.
Technical Analysis: S&P500 teeters on the edge.
U.S markets continued their decline last night with the S&P500 dropping below its October 2002 lows to close at 752.45, and therefore being the second major index after the NIKKEI from the G7, to give up all its gains from the last decade. This in turn pu
Technical Analysis: S&P500 teeters on the edge.
U.S markets continued their decline last night with the S&P500 dropping below its October 2002 lows to close at 752.45, and therefore being the second major index after the NIKKEI from the G7, to give up all its gains from the last decade. This in turn pu