Fund Supermarkets

Cofunds is the UK’s leading independent fund supermarket, offering an award winning administration service to clients via their intermediary.

The Cofunds service offers you the following benefits:

Consolidation

• One place for all your fund investments (ISAs PEPs Unit Trusts and OEICS)

Convenience and Choice

• Consolidated valuation statements - sent twice yearly
• Significantly less paperwork
• Select and mix funds from a choice of over 690 funds from 50 leading funds groups.

Control

• The ability to switch funds, quickly and cost effectively
• An easy way to create a diversified portfolio tailored to your objectives.

On the following pages you will be provided with the product documentation, please take time to read each of them carefully as they each contain important information about the policy, including the potential benefits available, together with details of charges, expenses and commission involved:

Key Features Document

Key Facts about our services – This document contains important information about our firm and should be downloaded and kept.

What is the risk that I will get back less than I invest?

It is important, not only in determining whether this product is suitable for you, but also for continued peace of mind that you understand the risks involved in any investment you make.

The product literature includes details of the risk associated with this product that will vary depending on your fund choices.

Can I change my mind?

Should you make the decision not to proceed with your application after it has been submitted you will be able to cancel the policy within 14 of days from receipt of the cancellation notice.

How are you paid?

If you choose to apply for this product the product provider will pay us commission for introducing the business to them.

This does not come out of your investment, although the provider will have taken commission payment into account when setting their charges. Please refer to the Key Features Document for details of the commission we will be paid.

How do I apply?

Once you have read an understood all of the terms and conditions of your investment, and are happy that this product is suitable for you, then please complete the appropriate application form.

Where can I find information about the charges?

Details of the charges that apply to this policy can be found in the Key Features Schedule, with the details of your fund choice.

What do I do if I am uncertain whether this product is suitable?

This offer does not constitute personal advice. If you have any doubt whether this investment is suitable for you should contact us for a full financial review.

When does this offer expire?

This offer does not have an expiry date; however, if you download the documentation from the site without applying, and subsequently decide to apply, you should make sure that the documentation online has not been replaced.

How will you use any information I provide to you?

Please also see the document entitled Data Protection & Records, which describes how your information is used by Cofunds to provide you with financial services advice and complete transactions on your behalf. It also details how your information is used in accordance with our financial services and Data Protection Act obligations. Complete and return this form to us.

This service has have been provided by Insurance Management Group in association with Cofunds, the content is maintained by Cofunds