You can add your existing funds to ƒUNDSFOLIO in either or both of the following ways:
Appoint us as the Agent for your investments. This doesn't affect your investments in any way and it doesn't cost you a penny. The fund company sends us information about your investments that we include in your ƒUNDSFOLIO account. In most cases, they also pay us renewal commission that we share with you. This only takes a couple of minutes and is the easiest way to add your existing funds to ƒUNDSFOLIO.
Re-register your existing funds with a fund supermarket. Re-registration is completely free of charge. Put simply, the administration of the units/shares you own is transfered from each of your fund companies to the fund supermarket. Then we receive information about your fund investments from the fund supermarket to include in your ƒUNDSFOLIO account. The fund supermarket pays us renewal commission (on almost every fund) to share with you - and all this at no extra cost to you.
Tip: You can appoint us as the Agent for your existing investments then re-register your funds with a fund supermarket later. Because we will know about your funds, when you decide to re-register, we can fill-out most of the paperwork for you, saving you even more time and effort.
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