Our partners

Cofunds

Baker Gladstone & York Direct has teamed up with Cofunds as they are the UK’s leading independent investment platform with over £22.7 billion assets under administration as at 31 December 2009. Established in 2001, Cofunds can now boast among its shareholders some of the largest financial institutions in the UK and USA. They are truly independent and offer a proven, award-winning administrative system.

Cofunds provide a ‘wrapper’, allowing you to invest in funds from different investment houses and put them all under one roof. This means you can benefit from:

• Greatly reduced paperwork – you only need write one cheque, complete one application form and you will only receive one statement
• Flexibility – Transfer your ISA investments between funds cost effectively and still retain their beneficial tax status
• Online valuations – view an up to date valuation on all your investments 24/7.

How much do Cofunds charge?

Cofunds applies no administrative charge whatsoever on BGY Direct clients.

Are Cofunds clients protected by the Financial Services Compensation Scheme (FSCS)?

Yes – all except those invested in some of the offshore product range, as these clients may be protected by other compensation schemes or regulators. For more details please refer to the Cofunds Key Features document.

Further information about compensation arrangements is available from the Financial Services Compensation Scheme website, at www.fscs.org.uk.

Cofunds Awards

Don’t just take our word for it. Their commitment to excellent service and making the investing process easier for everyone has been recognised in numerous industry awards.

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