Former Chartwell clients

View your Cofunds holdings and make changes to your portfolio.



Cofunds upgrade to the Aegon platform will take place on the first May bank holiday weekend.

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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 tax efficient savings allowance. Capital is at risk. Tax benefits depend on individual status. Tax rules subject to change.

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Download documents to manage your Cofunds account

Please use Intermediary number: 275569

Login to your Cofunds portfolio

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. 

Please note, although the new Terms and Conditions are available, they will not come into effect until 20 April 2018.

Important documents

  • Charges factsheet

    Schedule is applicable to the Close Stocks & Shares ISA, Close Investment Account and Close SIPP, unless otherwise indicated.
    View download

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

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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.