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Chartered Financial Planners

Client Portal

  • Provides you with a single view of your Merito holdings
  • Print friendly valuations across your entire Merito portfolio
  • Track transactions across a range of investment products
  • Highly secure web technology.

What is Cofunds?

Cofunds is the UK’s largest investment platform, offering a huge fund range. By using Cofunds as our fund administration platform of choice, we are able to pass on significant benefits to our customers.

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