Tunnel

Former Allenbridge clients

View your holdings and make changes to your portfolio.

Lavender

Notification

Cofunds recent upgrade to the Aegon platform.

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New client portal

Online self-directed service

Our standard platform fee is just 0.25% per annum and you would not require an Intermediary. Contact us to check if we can hold your investments on our platform directly, and if so, how much you could save.

Contact us
new tax year

New Tax Year 2018/19

Open a Close Brothers Asset Management ISA or top up an existing one to make the most of your £20,000 tax efficient savings allowance. Capital is at risk. Tax benefits depend on individual status. Tax rules subject to change.

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Login to your portfolios below.

 

Cofunds (Aegon)

The location to view your Cofunds holdings and make changes to your portfolio has changed.

Registering for online access to your Aegon (Cofunds) account

Before you begin the process you will need to contact Aegon for a 10 digit activation code. You can call them on 0345 604 4001. After confirming your identity, you will be given a 10 digit activation code.

Once you have your activation code, use the link below to log in.

Cofunds (Aegon) login
  • Select options to show that you are a customer who did not previously have an online account with Cofunds.
  • Follow the steps to set up your registered email address, password, contact number, pin code and marketing preferences.
  • You will then be able to access your valuations and transact online.
  • After you have accessed your account successfully you will be sent a link to verify your email address.

Fidelity FundsNetwork

View and make changes to your FundsNetwork portfolio.

Fidelity FundsNetwork login

"My Portfolio"

Review your holdings which are not held on our platform.

"My Portfolio" login

Changes to Terms and Conditions

Our new Terms and Conditions are now available. A short summary of the key changes is included in the accompanying document below. 


Important documents

Cofunds Forms

Download forms to manage the accounts you hold on platforms other than our own.

For Cofunds use Intermediary number: 276291

FundsNetwork Forms

Download forms to manage the accounts you hold on platforms other than our own.

For FundsNetwork use Intermediary number: 0325066

   
Please be aware, the value of investments can fall as well as rise and that past performance is not a reliable indicator of future results and you could get back less than invested. Click here to understand the risks associated with investing. Calls to any number may be recorded for training and monitoring purposes. This site uses Cookies.