Clubfinance

Clubfinance's Cofunds Online Investor Service

 

Important information you need

Cofunds documentation

Clubfinance's documentation

Access Clubfinance's Cofunds Online Investor Service


NEW CLUBFINANCE CUSTOMERS
It is important that you understand the following
(please click to tick the boxes).
Clubfinance's - About our services document
Clubfinance's Terms of Business
The Clubfinance Client Declaration will apply to your use of this service, and you must send Clubfinance a signed copy within 2 weeks of first using Clubfinance's Cofunds Online Investor Service
Clubfinance will undertake an electronic identity verification check for anti-money laundering purposes. If this is not successful, Clubfinance will contact you to request paper identification documents
The fund Key Investor Information Document(s) and charges applicable to the funds you buy
Clubfinance's annual fee for Cofunds


 

 


EXISTING CLUBFINANCE CUSTOMERS

It is important that you understand the following
(please click to tick the boxes).


Clubfinance's The Clubfinance Client Declaration will apply to your use of this Service, and you must send Clubfinance a signed copy within 2 weeks of first using Clubfinance's Cofunds Online Investor Service. The only exception is if you have already provided a Clubfinance Client Declaration in relation to Cofunds

The fund Key Investor Information Document(s) and charges applicable to the funds you buy

Clubfinance's annual fee for Cofunds


Important Information

Clubfinance Ltd is authorised and regulated by the Financial Conduct Authority (firm reference no. 400139). Clubfinance offers an execution-only discount broker service; Clubfinance does not give advice or recommendations. If you have any doubt about the suitability of a particular product or service, or you require advice, you should seek a personal recommendation from an appropriate firm that does give advice. Clubfinance does not produce the products it arranges, or manage the underlying investments. Payments must not be made to Clubfinance, but to the relevant product provider. Contact details for Clubfinance can be found under 'contact'. Users of this website should be aware of the following:

  • Past performance is not a reliable indicator of future results.
  • The value of investments and the income from them can fall as well as rise as a result of market and currency fluctuations. For many types of investment, you may be placing your capital at risk, meaning that you may not get back the amount originally invested and you may risk losing your entire investment.
  • Some investments and policies may only be suitable as medium or long-term products.
  • Tax treatments depend on your individual circumstances and may be subject to change in future.
  • This website contains financial promotions relating to services offered by and products available through Clubfinance.
  • In the event of any conflict between product literature and information provided by Clubfinance, the product literature shall prevail.

The information on this website is intended solely for the use of those people who are United Kingdom residents for tax and investment purposes and is governed by our terms and conditions of website usage, please click here for details. It is not for distribution in any other jurisdiction, including the United States of America.

Anyone who is not a UK resident should not continue with this site unless wishing to read about personal finances available to UK residents for informational purposes only.

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