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Why register your existing investments?

One of the best things about our service is that you can include investments you already have, no matter whether you originally invested direct or through brokers.

Even better, you don’t have to transfer your investments anywhere to benefit. They stay exactly where they are, with your existing product provider; platform/fund supermarket, fund company or life assurance company.

Your investments are not changed in any way; you still get all the same information from the product provider; you remain in control of your investments at all times and you can still contact product providers directly if you want to.

  • It's free to register
  • Track all your funds in one easy to use account, FUNDSFOLIO
  • Best of all, it just takes a minute with one easy form

Registration appoints us as your servicing agent. This means that product providers will give us your investment details so that we can provide you with a consolidated valuation and fund monitoring service.

What you get

Consolidated Valuations and Fund Monitoring - FUNDSFOLIO

See the value of all your funds in FUNDSFOLIO – our easy to use online valuation and fund monitoring account.

FUNDSFOLIO includes all your fund investments. Your valuation is always up to date using the latest prices. When you’ve registered investments from 32 of the UK’s leading platforms/fund companies, we’ll keep the number of units/shares you own up to date on a weekly/monthly basis for you.

If you’ve registered investments from other providers, you can enter the number of units/shares you own and we’ll use the latest prices to keep those values up to date too.

Your valuation lets you group your investments by Plan Manager, Fund Manager, Product Type, Fund or Sector and Fundsfolio helps you to keep track of the performance of your funds too. Your online report is tailored to your own portfolio of funds and shows you:

  • An up-to-date Valuation of all your funds
  • 1,3 and 5 Year Performance
  • Comparison to Sector averages
  • Position in Sector and Quartile rankings

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.