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Important Cofunds/Aegon Update: Platform upgrade goes live on 8th May 2018

If you are an investor who holds investments with Cofunds, then you will most likely be aware of the fact that Cofunds is now owned by Aegon, the international pensions, life insurance and asset management business.

The multi-million pound upgrades to the platform which have been outlined in the literature that Aegon have recently sent to Cofunds customers will go live on Tuesday 8th May 2018. We understand that with changes being made to the platform services it can be a lot to take onboard, however we are here to ensure the transition is as smooth as possible for you. Here are some key points which we feel our clients will benefit from knowing:

  • The new platform offers improved functionality with intuitive easy to use online services and the option to go paperless at no extra charge
  • Elson Associates' service fee and the Aegon platform charge are remaining the same at 0.19% and 0.23% per annum respectively
  • The upgraded platform will offer around 5,000 investment options
  • Elson Associates will still accept paper application forms (despite the recent Aegon literature stating that they are moving to an online only service)
  • You will still receive your bi-annual valuation and fund monitoring reports from us as well as quarterly statements from Aegon so you can keep on top of your investments
  • Aegon customers will still be able to fund their cash accounts in order to cover charges
  • Elson Associates is still your intermediary - we will continue to provide you with our ongoing services

As always if you have any questions regarding the platform upgrade and how this affects you, we are here to help. Give us a call on our Freephone number 0800 0961111 or contact us here and we will talk you through the changes and how they affect you.

Uploaded - 02 May 2018

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Elson Associates does not offer advice as to the suitability of investments. If you are unsure whether an investment is suitable for you, you should obtain expert advice. Past performance of an investment is not necessarily a guide to its performance in the future. The value of investments or income from them may go down as well as up. You may not necessarily get back the amount you invested.

Elson Associates plc, 5 Queen Street, Kings Hill, West Malling, Kent, ME19 4DA | Freephone: 0800 0961111

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