Why register your existing investments?

• It's free
• You get annual cashbacks, 50% of renewal commission from your investments
• Track all your funds in one easy to use account, FUNDSFOLIO
• Best of all, it just takes a few minutes with one easy form

Our service isn’t just for new investments, it’s also for investments you already have.

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.

The only thing that changes is that CommShare becomes your servicing agent. This means that in most cases we’ll receive renewal commission to share with you and product providers will give us your investment details so that we can provide you with a consolidated valuation and fund monitoring service.

Best of all, it’s really simple to arrange. You just need to complete one registration form with details of the companies you have investments with. And that’s it.

What you get:

1. A share of renewal commission – Annual Cashbacks

   We share all investment related renewal commission that we receive from product providers where CommShare is your appointed servicing agent. Every year we credit your CommShare Cash Account with 50% of the renewal commission we’ve received over the year, as long as it’s more than £1 and you hold at least £5,000 of investments at your Annual Cashback calculation date that pay renewal commission.*

2. 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:

   • 1,3 and 5 Year Performance
   • Comparison to Sector averages
   • Position in Sector and Quartile rankings

* We prefer not to offer Annual Cashbacks on pension products because HMRC rules and guidelines are unclear with regard to the consequences and tax position. Instead, we usually arrange for renewal commission to be retained in your pension plan for your benefit. Depending on the product provider, we keep the first 0.25% p.a. renewal commission or charge a fee of 0.25% p.a. of the value of your pension and arrange for all renewal commission to be retained in your pension plan. These are broadly equivalent and approximately the same value as Annual Cashbacks. If neither of these options is possible, we’ll include renewal commission in your Annual Cashbacks.