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Cofunds Junior ISAs

Cofunds is the UK's largest independent fund supermarket, administering about £83.6 billion of investments for 750,000 investors. It's owned by Aegon.

Cofunds gives you an easy and convenient way to invest and manage your funds - online or by paper. You can mix and match over 3,400 funds from 210 of the UK's leading fund companies.

Information correct as at 31 December 2016.


Why you should invest in an Cofunds Junior ISA through CommShare

  • No initial charges - you save up to 5.5% instantly
  • 100% of renewal commission rebated to your investments or invest in commission free funds
  • Valuation and fund monitoring included
  • Transfer in most funds you already have by re-registration - free of charge
  • Invest by paper application
  • No CommShare fee, but 0.23% p.a. Cofunds fee

Funds Available

You can invest in over 3,400 from 210 investment companies.


Minimum Investment Limits

Minimum initial lump sum

Maximum investment in 2016/2017 tax year

Minimum top-up lump sum

Minimum regular investment

£500

£4,800

£50

£25 p/m


Invest or Transfer

Please make sure you read the following before investing or transferring:


Register

If you’ve previously arranged Cofunds Junior ISAs elsewhere, you can easily include them in our service. All you have to do is complete a Registration Form.

Why do it now? It only takes a couple of minutes and doesn’t affect the investments in any way.

All of the Cofunds funds will automatically be included in the child’s own FUNDSFOLIO account. The sponsoring adult can link the child’s FUNDSFOLIO account to their own to see an up-to-date valuation of the funds and comprehensive, impartial fund information.


Switch

If you want to switch some of, or all of the holdings in the ISA between funds, please download and complete a switch form.


Sell

The child, or any other person, cannot make any withdrawals from the Junior ISA. Only the child can withdraw funds when they turn 18 years of age.

CommShare doesn't give investment advice. If you're unsure about suitability, you should seek professional advice. Past performance of an investment is not a guide to future performance. The value of investments or income from them can go down as well as up. You might not get back the amount you invest. Current tax levels and reliefs will depend on your individual circumstances.

  • CommShare Ltd, 16 Hatherley Road, Sidcup, Kent, DA14 4BG
  • Tel: 020 8308 1308 | Fax: 020 8308 1304
  • email: info@commshare.com

CommShare Ltd is Authorised and Regulated by the Financial Conduct Authority.