Former Chartwell clients

View your Cofunds holdings and make changes to your portfolio.

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ISA deadline: 5 April 2018

Open a Close Brothers Asset Management ISA before midnight on Thursday 5 April to make the most of your tax efficient savings allowance. Capital is at risk. Tax benefits depend on individual status. Tax rules subject to change.

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Download documents to manage your Cofunds account

Please use Intermediary number: 275569

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Important documents

  • Charges factsheet

    Schedule is applicable to the Close Stocks & Shares ISA, Close Investment Account and Close SIPP, unless otherwise indicated.
    View download

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