Registration Details

When you have successfully submitted your registration details you will receive email confirmation (to the address entered).

On completion of the registration process please allow at least four working hours to view your valuation online. Please note that you can only view funds that are purchased via or re-registered with Cofunds.

You will receive email confirmation once your investment has been completed and will be provided with a reference number, please make a note of this number. You will also receive written confirmation from Cofunds which will include purchase prices and number of shares/units purchased. This confirmation note will provide you with your personal Cofunds client reference number, this will automatically be uploaded onto the system for you. To view your valuation click on Online Transactions - Fund Supermarket, and use your username and password to log in.

The first thing you should do on logging into the site is enter as much information as possible in the Your Details section. This will prevent you from having to re-enter most of this information before each fund purchase.

All fields marked with a red asterisk are mandatory.

Login / User Name

The name you will enter (combined with a password) to login to the application.

Password

Title

Forename(s)

Surname

Date of Birth

dd/mm/yyyy

Email Address

National Insurance Number

Address Details

Are you resident in the UK?

Address Line 1

Address Line 2

Address Line 3

Address Line 4

Postcode

*Country

Telephone

Fax Number

Contact Details

Click here if you would like all correspondence to be sent to a different address.