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How to register:

You can register securely by downloading and returning the appropriate documentation. We will verify your details and a member of our adviser support team will call you to help get you started.

Download the registration pack

Use the links opposite to download as a zipped folder or as single files.

Review the documentation

Complete, sign and return the Intermediary Data Requirements form.

Welcome pack

Once registered, we'll send you a welcome pack with details of your registration and your authorisation code.

Start using Cofunds

A member of our adviser support team will contact you to help you get started and introduce you to our award winning online service.