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Online Investor Services Now Available

NEW ONLINE SERVICE FOR ALL TAYLOR PATTERSON COFUNDS INVESTORS

Cofunds

Many of our clients have already appreciated the benefits of using a fund platform for all or part of their investment portfolio. One of the largest such platforms available to UK investors is Cofunds, and Taylor Patterson is now pleased to announce the introduction of a new on-line facility to be accessed exclusively from this website, just click to the Client Login section.

With immediate effect you can now register to view all of your Cofunds investments 24 hours a day, 7 days a week or 365 days a year. Through a secure log-in procedure, you will generate your personal access details enabling you to view your fund holdings, for which the unit prices will be updated on a daily basis. You will not be able to switch or buy investments on-line as we would prefer to advise you on fund selection, asset allocation and risk assessment. There will however be an e-mail facility for you to contact us with any questions you may have.

Whilst appreciating that many clients will also hold investments outside of the Cofunds platform, we are sure you will agree this is an exciting innovation and shows a major commitment by Taylor Patterson to enhance investment technology. If you do hold other unit trust, ISA and PEP investments independently, please contact your usual adviser to discuss the viability of re-registering these funds onto the platform at no cost, thereby enabling you to view more of your investments simultaneously.

Click here to view this new online service or access it from our client area.

 
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Registered office: Lanson House, Winckley Gardens, Mount Street Preston, PR1 8RY
Reg No: TPG 5159272, TPA 1090716, TPIS 2618327, TPFP 4635260 . Reg Place: England & Wales