One application form, one payment, one statement, many fund options...

In a nutshell, investment platforms enable us, your adviser, to place a selection of funds from many different fund providers into one consolidated portfolio. Cofunds greatly simplifies the whole process of investing and with online access, powerful consolidation tools and back office integration means Cockburn Lucas can spend far less time on administration and more on developing our business and servicing your financial needs and requirements.

The old way:

• Client portfolios managed by dealing with each fund management company separately.
• Different application forms, separate payments, different client statements and multiple portfolio valuations needed.
• The more you diversify into different funds and different fund managers, the more complicated the whole process became.
• Very paper orientated administrative process.
  

The Wealthmaster way:

• Portfolios can be constructed and managed in one place by accessing an extensive fund range and web based portfolio analysis and construction tools using the Cofunds award winning website.
• One application form, one payment, one client statement.
• Massively simplified process resulting in reduced administration for us and better service for you, the investor.
• Optional on-line access for investors to view their portfolios.

By having Cockburn Lucas place your collective investments on the Wealthmaster platform, you benefit from:

• A comprehensive fund range and multiple investment products from which we, as your adviser, can construct your portfolio and risk profile.
• State-of-the-art investment tools, with the ability to produce detailed investment reports and risk management evaluation to ensure we meet your objectives.
• Up-to-date valuations covering all holdings you have on the Wealthmaster platform 24 hours a day.
• Online access to fund manager reports and accounts and interviews via our web-site.
• Specially enhanced terms and discounts on the purchase of your investments.
• Model portfolios especially designed for clients based on risk profiles.
• Active advice on rebalancing to take into account investment conditions and ensure asset allocation remains in line with economic conditions and your risk profile.
• Discounted transactional fees for fund switching.
• Bespoke and personalised investment services provided.
• Tactical and strategic asset allocation advice implemented quickly and designed to maximise your returns and manage risk.

A solid foundation

Our prime position in the marketplace is underpinned by the backing of some of the country’s largest investment companies and the UK’s leading fund administrator. This support provides a high level of reassurance to Cockburn Lucas and our clients, and enables us to commit to a continuing programme of development, keeping us at the leading edge of technology and service.

Easy, cost-effective transfers for your ISA & other investments

Wealthmaster makes the process of investing in ISAs quick and easy. With just one point of contact, we can select and mix funds from multiple providers. Once an ISA is opened, it’s easy to switch investments from fund to fund, as well as top up your investment from as little as £500 per fund, provided you keep within the ISA limits. Existing collective funds can be re-registered into the Wealthmaster Service without charge or taxation liabilities. This service is without cost and will allow you to immediately benefit from the Wealthmaster Service. This allows us, as your Adviser, to ensure your portfolio is adjusted, where necessary, with the minimum of delays.

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