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WEALTHMASTER
SERVICE |
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keep your fund investments in one place...
The maze of financial products and planning strategies
can seem bewildering at times. Furthermore, as your circumstances
change your financial goals will change and your investment decisions
will need careful review to ensure they are still appropriate.
Cofunds is the UK’s leading independent fund platform,
providing an award-winning fund administration service to wealth
managers such as Cockburn Lucas. Cofunds gives you the opportunity
to diversify your investments across a wide range of products
and funds, making investing easier than ever and is the platform
of choice for our clients purchasing collective investment funds.
1ST Software is recognised as the Customer Relationship Management
system of choice and provides us with state of the art administration
and reporting software linked directly to our fund dealing platform
partner, Cofunds. These two providers of financial services technology
are, in effect, the heartbeat of the ‘Wealthmaster service’,
ensuring we can deliver a safe and secure financial advisory
service to our clients wherever they may be in the world 24 hours
a day.
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WEALTHMASTER
BENEFITS |
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We believe our Wealthmaster service offers the following benefits:
- A convenient single account view of all your fund investments
and strategies.
- Easy investment tracking, with one consolidated valuation statement,
issued twice yearly, and the ability to receive instant valuations
across your portfolio at
any time 24 hours a day.
- Significantly less paperwork to complete
and receive, as collective investments are maintained by one
centralised dealing administrator.
- Hundreds of investment funds available for buying or switching,
so that your portfolio can be quickly and easily rebalanced
to suit
your changing investment
objectives and market driven events.
- No need to pay any additional charges for the Cofunds service,
as the usual fund management charges will apply and will be accounted
to you
in our reports and
advice, and discounted, where possible, due to our bulk buying
and
increased efficiency.
If you would
like to know more about the benefits of our Wealthmaster service,
please click here.
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