Investment Options – a fresh perspective
From the basics to the complex, you, the adviser, can continue to develop and manage a tailored portfolio of investments to suit the unique needs of each of your clients, so that it’s right for them today, tomorrow and for the rest of their lives.
Diversity
From core investments to bespoke portfolios - all are available under the Flexible Transitions Account
The straightforward option with over 100 insured funds to choose from
Bespoke Investment Portfolios provided by our panel of five expert discretionary managers
Wider investment flexibility giving you the freedom to actively manage your clients' money
Customers with a Flexible Transitions Account can directly access the Cofunds investment platform.
Versatility
Mix and match and change investment choices at any time – all within the same plan