Summary of ƒUNDSFOLIO features.

 

ƒUNDSFOLIO includes:

  • Your choice of funds from almost all of the UK’s fund companies.
  • Invest lump sums or save monthly in funds on their own, or in ISAs, SIPPs or Bonds.
  • Discounted initial charges - save as much as 5% instantly.
  • Invest online or by paper application.
  • Invest with fund companies or use fund supermarkets, or both.
  • Use of FREEPHONE number and FREEPOST address.
  • Annual cashbacks, paid by direct credit to your bank account. Your share of any renewal commission received from funds you include in ƒUNDSFOLIO.
  • A consolidated statement of your funds, updated daily, based on the number of units/shares you own at the previous month end.

  • Relevant and impartial information about your UK Unit Trust and OEIC funds, including past performance statistics and sector rankings.
  • Access to your ƒUNDSFOLIO information online for secure viewing at your leisure.
  • You can even use ƒUNDSFOLIO online to record details of funds where CommShare is not your agent. The valuations of these funds will be based on the number of units/shares that you enter and are priced on a daily basis.
  • Paper valuations and fund information by post, if you prefer not to use ƒUNDSFOLIO online. These are posted to you - on request - in January and July of each year.
  • Friendly and efficient service. We don’t provide advice but are always on hand with factual information to help you make informed decisions about your investments.

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

  • Contact details:
  • Marlowe House, 109 Station Rd, Sidcup, DA15 7ET
  • Tel: 020 8308 1308 | Fax: 020 8308 1304
  • email: info@commshare.com